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Manage your Client Relationships

Client Relationships describe where a person or company stands in your business pipeline.  For example, Lead, Prospect, Active Client, or Past Client. The relationship label appears on the client record and can be used to filter and segment your client list.

This is one of the most practical ways to track pipeline stage in Kudurru. By consistently tagging clients with a relationship, your team always has a shared understanding of who is a potential opportunity versus who is a current or past customer — without needing a separate CRM.

Example Relationship List

There is no default list — you define the values that make sense for your business. A common starting point:

  • Lead
  • Prospect
  • Active Client
  • Inactive Client
  • Past Client
  • Partner
  • Vendor

Keep the list focused. Five to eight well-defined values are more useful than twenty overlapping ones.

Managing Client Relationships

Navigate to Settings → Client Relationships to view, add, edit, or remove relationship labels.

Each relationship has one field:

  • Description (required) — The label that appears in the Client Relationship dropdown on client records.

Adding a New Relationship

  1. Go to Settings → Client Relationships.
  2. Click Create New.
  3. Enter a Description.
  4. Click Save.

The new relationship is immediately available in the Client Relationship dropdown when adding or editing a client.

Editing a Relationship

  1. Click the Edit link next to the relationship.
  2. Update the description.
  3. Click Save.

The updated label reflects on all client records currently using it.

Deleting a Relationship

Click Delete next to a relationship and confirm on the following page. If the relationship is assigned to any client records, Kudurru will block the deletion. Reassign those clients to a different relationship first, then delete.

Use relationships for filtering. The client list can be filtered by relationship, making it easy to pull up all current leads or all active clients at once.

Review and update relationships as clients move through your pipeline. A contact that started as a Lead should become a Prospect and eventually an Active Client — keeping these current makes your data meaningful.