Clients' statuses managing
Last updated: 2018-07-04
Post view count: 127
In this article you'll learn:
- how to add new status
- where to find actual statuses on the list and client's card
- how to search for clients by statuses
- how to change the name for status
- how to change a status for many clients at once
- how to add colour to the status
Adding new statusSugester offers you 4 default clients' statuses: Contract, Potential, Paying and Lost.
If you're at the beginning of your work with Sugester and you want to display default clients' statuses, select Settings > Account settings > Statuses, click on the cog icon in top right corner and select Client statuses.
... then click on +New status and select a name for your status. You can also select Pipeline (learn about pipeline here: https://help.sugester.com/20517421-Pipeline-and-sales-forecast) and add a colour to the new status
Statuses on the list and in client's profile
On the clients' list it's just another column. By default, Status column is displayed on the list. You can easily change that thanks to Display options (learn more here: https://help.sugester.com/21467494-Custom-view-of-clients-list)
On client's profile status is displayed under client's name.
Searching by the status
To search for all your clients with a particular status, you can just use the browser on the left side of the list. In field 'Status' select the one you want to find.
To change default status names, select Settings > Account settings > Statuses, then click on the wrench icon on a status you want to change, and click on Edit.
Changing the name of a status
Changing the status for many clients at the same timeSelect CRM > Clients, mark with checkbox clients, whose statuses you want to change, and from the menu above select other status.
Adding colours to statuses