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 MotilityAnywhere program. The status color will show on the entity's row when shown as part of a search results list.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the App Settings tab.
- Click the CRM subtab on the left side of the screen.
- Choose the Add/Modify Status Descriptions option. This will expand the section.
- Click the button to Add New Record. This will add a new, blank line to the table.
- Enter a description for the category.
- Choose the applicable internal account type.
- To change the color for the GL account type, click over the choose color picker. This will open a color selection window.
- Select the desired color.
- Optionally, you may choose a position for the status. This sets the order of the statuses in the list. The lower the number, the higher on the list that this status will show. If all statuses are set with the same position, they will show in alphabetical order in the list.
- Checking the Default box will assign this status to new entities automatically.
- Select the Update button on the category row.