Create New Customer Status

General

The customer status feature was designed so you can better manage customers and keep track of where they are in the customer cycle. This article will cover how to create and assign customer statuses.

How To

To create a new customer status, navigate to Settings > Customer > Labeling > Status inside your company account.

Click Add. Enter the name for the status in the field provided, and then press enter or click Save to save it.

You can assign customer statuses by navigating to Users > Customer Manager inside your company account.

Click the name of the customer whose status you want to change.

On the Contact & Personal Information tab, click Edit.

Update the customer status by choosing a status from the Status drop-down. Click Save.


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