Client Statuses
Statuses allow you to classify clients, contacts, and deals by service stage. Example statuses: “New”, “Active”, “VIP”, “Inactive”.
Status Properties
- Name — displayed on the list and in filters
- Color — color highlighting the status on lists
- Priority — display order (can be changed with up/down arrows)
- Active — whether the status is available for selection
- Closed — marks a final status (e.g., “Inactive”)
Use Cases
Sales Pipeline
Statuses create a pipeline for deals — e.g.:
- Contact
- Offer Sent
- Negotiations
- Won / Lost
Client Segmentation
Grouping clients by stage of cooperation — e.g., “Potential”, “Active”, “Premium”, “Lost”.
Deleting a Status
If a status is assigned to clients/contacts/deals — before deleting, you must choose a status to which the associated records will be reassigned.
Counters
Each status shows how many clients, contacts, and deals are assigned to it.