Customizing Statuses (processes)

Sales process consists of coherent set of stages, namely statuses.

Statuses

For more information, see: Getting Started

Follow-up sequences

It is possible to set follow-up sequences based on statuses.

For more information, see: Automated follow-up (Email, SMS, Task) > Follow-up Sequence Settings

Status groups

There are 3+1 status groups by modules. Depending on modules, cards can be moved within and between the following groups:

  • Marketing [1.4.]
  • Opportunities or Open issues [1.1.]
  • Won or Resolved issues [1.2.]
  • Lost or Closed issues [1.3.]

Statuses are arranged in ascending order from top to bottom.

Opportunities or Open issues

These groups contain clients’ cards with a tight deadline e.g. Request for offers.

01_Statusz_csoportok

Won or Resolved issues

Those clients’ cards should be stored here who mean real income for your company.

Lost or Closed issues

Those clients’ cards should be stored here with whom the cooperation was unsuccessful.

Marketing

These groups contain those clients’ cards with whom you haven’t established a personal/phone contact yet. For example, newsletter subscribers or those who should be called later by salespersons.

Creating new statuses

To add a new status to a module, click on the Wrench icon next to Pipeline [2.1.] within the selected module. This action cannot be performed in the Invoice module.

02_Statuszok_testreszabasa

By using the drag and drop function you can move the New status box to a status group on the left [2.2.].

03_uj_statusz_letrehozasa

Customizing statuses

To customize the statuses of a module, click on the Wrench icon next to Pipeline [3.1.] within the selected module. This action cannot be performed in the Invoice module.

04_Statuszok_testreszabasa2

Renaming status groups/statuses

To rename a status group, click on the Rename box option [3.2.]. On this page you can rename the statuses as well that are modified immediately [3.3.].

05_statuszok_atnevezese

Customizing statuses

To change the position of a status, grab it on the left and move it upwards or downwards [3.4.] within a group, or move it to another group.

06_statusz_athelyezese

You can add colors to statuses which help you to differentiate cards of different statuses easily. To do this, click on the color box, next to the selected status [3.5.].

07_statusz_szinkodok

Delete statuses

To delete a status, go to the Sales status customization page and click on the red icon [4.1.] next to the selected status. This action cannot be performed in the Invoice module.

09_statusz_torlese

If you want to delete a status that doesn’t contain cards and is not used as a condition in any Saved filters or set as a field on a Form, it is deleted immediately. However, if it is used as a condition or a field, firstly, you have to delete it from the saved filter or from the form.

If the status that you want to delete contains cards, the system offers the mass move of all cards to another status of your choice.

“(Company) data shown in pictures were only created for testing.”