Hi Team,

Isaac
I would like to add a new pipeline to the main Medstar Media GHL account. Let's call this Pipeline "CLIENTS"
Let's have the following stages
Pre-Launch
Active
Paused
Cancelled

I would also like to add filter how many clients are BTL, CoolSculpting, Aesthetics Misc Clients, etc. Some of these clients are already in the system, mainly from this year. We need to add some additional fields such as cancel date, revenue channel, etc.


Isaac, I am looking for a way we can have more stats on what is happening with our clients. How many cancel each year, how long has the average client been with us, etc. Should we add fields we can add up meaning

Revenue Stream | LifeTime Spend (this is lead value)   
Lets say the following
Total Montlhy Revenue 3750 it the total they are paying 
Monthly Ad Revenue $2000 (how much they are paying us in ad management
Monthly SEO Revenue (how much they are paying us for SEO

There also one-time clients who do repeat and reocrruing we need to organize those let me know what you feel is best.

Jonnamae - will you work on completing the sheet so Isaac can upload this information? Here is a video

https://watch.screencastify.com/v/hIwbTcypFcbyNOGJJy5m