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Contact Management

Client Termination Reason
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Client Termination Reason

* Page referenced in this article: termination reasons page.

Client termination reasons are used on the contact and lead details pages. This is an extra field that you can use to filter contacts and leads.

Default termination reasons are created when you create your account in LeadCenter.

Termination reasons can also be used in reports where you can filter contacts based on their termination reasons.

Tip: Termination reasons can be used as filters in workflows, email marketing campaigns, text message campaigns, and contact segments.

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