What process should be followed for the departure of a client?

If a client is no longer part of your portfolio, you can put a departure date.

Tempolia screenshot: The client list with the departure date marker and preserved data.
The client list with the departure date marker and preserved data.

To remove a client, there must be no more open deals associated with it.

You can consult the procedures to know how to end and / or delete a case. They are available in the FAQ as well.

Finally, you can enter the departure date in the client file.

Tempolia screenshot: The client list helps check the client status after entering a departure date.
The client list helps check the client status after entering a departure date.

If necessary, you can delete this client by selecting it and then click on "delete"

Related questions :