The Customer Statuses feature allows your different Staff Agent types (tech, sales, administration etc. ) to more effectively manage and support your customers by assigning a customer status to them based on the type of customer they are.
A set of default statuses are provided:
If you need to, you can also create new statuses based on the default ones:
Creating a New Customer Status
- Go to Settings - Business Rules - Customer Statuses. The Customer Statuses page is displayed, listing all existing statuses.
- Click on New.
- Enter a Name for the new status.
- Select the default status on which your new status is based - choose from Prospect, Active, Expired or Suspended.
- Click Save. Your new Customer Status is added to the list.
You can assign a Customer Status to a customer when creating a new customer and in the Customer Overview of a selected customer. See Changing a Customer Status