Customer status

Introduction

You can create, edit and delete customer status in the System administration -> Customers -> Customer status.

Description

By adding more than one customer status, you can quickly find the reason why you did not move forward in the dialogue with your leads. Below you find suggestions for inactive status you can work with. Using these, you can differentiate between inactive topics and, if need be, try raising them again through various approaches.

Examples:

• Inactive – Lost to competitor
• Inactive – No answer
• Inactive – Builds own solution
• Inactive – Not looking for help
• Inactive – Do not contact

Filter

On the top of the page, you find the filter, where you can select to see active, inactive or all customer status. As default, you only see the active status. Click Show to see your customer status in the list below.

Results view

Here you see the status which is already created in the system. If you would like to edit a customer status, you click the name or the little pencil to the right, and you delete it by clicking the trash can.

Create new customer status

1. Click New customer status
2. Enter Name
3. Mark if it should be used as default for new customers
4. Add a checkmark for each type where the status should be shown in drop down menus
5. Click Save