On the Customer relation status page you manage the states you can use to mark the current situation of your customer relations (CRM), for example new lead, offer sent, won. You define the statuses yourself, so you can adapt them to your own sales process.
Click Main menu / Settings / System settings / Customer relation status. At the top you see the New, Open and Delete buttons, below them the list of statuses with the Name column. Click a row to select the status. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. In the window that opens, fill in the Name and Description fields. Click Save to store the status and Close to close the window.
Select the row and click Delete. Before deleting, check whether any customer relation still uses this status.
Choose names so that the statuses reflect the order of your sales process (for example New, In progress, Won, Lost), and note in the description when each one should be used.
The fields of the customer relation status form.
| Field | Required | Description |
|---|---|---|
| Name | The short name of the status shown in the selection lists. | |
| Description | A free-text explanation of what the status means. |
Fill in the Name field and click Save. If the window does not close, check that all required fields are filled in.
In the description you can note when each status should be used, so your colleagues choose consistently.
You can delete the selected status with the Delete button. Before deleting, check whether any customer relation still uses it.
Yes, select the row, click Open, change the name and save.
The menu item is located under Main menu / Settings / System settings. If you do not see it, your user probably does not have the required permission; ask your administrator to check the settings.
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