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
- Permanent buyer.
The statuses can be freely defined, how is logical for your company. The statuses could represent for example:
- Stages in the sales process (No contact -> No interest -> Interested -> Customer, or Opportunity -> Lead -> ..., etc.)
- The type of a customer (Wholesale, Retail, etc.)
- The importance of a customer (A, B, C)