User Manual

Customer Statuses

The Settings -> System settings -> Customer statuses page allows defining the statuses of how you group your customers.

The default customer statuses in the CRM are:

  • No contact
  • No interest
  • Interested
  • Permanent buyer.

The statuses can be freely defined, how is logical for your company. The statuses could represent for example:

  1. Stages in the sales process (No contact -> No interest -> Interested -> Customer, or Opportunity -> Lead -> ..., etc.)
  2. The type of a customer (Wholesale, Retail, etc.)
  3. The importance of a customer (A, B, C)