CRM statuses are used in an entity's profile to help define where the entity is in the sales cycle. These statuses can be applied manually or be updated at specific points automatically by the program. The status color will show on the entity's row when shown as part of a search results list.
Add Status Description
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the option to Add/ Modify Status Descriptions. This will open the status descriptions window.
- Click the Add Entity Status button in the lower left of the window. This will add a new blank row.
- Add the name of the new status.
- Click the Choose Color button to open a color selector. From here, you can choose a pre-defined color or add a custom color.
- Click OK to save the color selection and return to the status descriptions list.
- Enter the order that you wish the status to show into the Position column. Higher numbers will show at the bottom of the list. If multiple statuses are set to the same position number, they will show alphabetically.
- If you are done adding options, click the OK button to save and exit. If you need to add another option, click the Add Entity Status button in the lower left of the window again to add a new, blank row.
View Status on Entity
When a status is selected for an entity, it will color the entity profile and show the color in the list of search results.
Entity Profile
Search Results List
