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Using Customer Prospecting Statuses

There are six preset Customer Prospecting Statuses; New, Hot, Warm, Inactive, Cold, and Lost. These Prospecting Statuses have predetermined follow-up timelines, which can be changed in System Rules.

 

The Plus and Minus Buttons allow you to sort through the Customer Prospecting Statuses or you can click / hold / drag to make a selection.

NOTE:  You may notice a pop-up showing the predetermined follow-up timelines, as you hover over the Status Bar.

 

Related Articles:  

Create Customer Prospecting Statuses

Using Customer Prospecting Statuses

Changing Customer Prospecting Statuses Follow-up Timelines

Customer Follow-Up

Customer Follow-Up Reminders Set-up

My Profile

Adding a New Customer

Customer Alerts

Customer Association "Co-Customer"

Deleting a Customer

How to Locate / Re-activate a Deleted Customer

Merge Customer Records

Customer Time Zone

Moving a Deposit Between Customer Accounts

Update Customer's Address Zip Code, using the "plus-four code"

Changing Customer Prospecting Statuses Follow-up Timelines

Mobile Customer