FiveCRM

Statuses are applied to Accounts to track their progress or the next action in your company's workflow.

What you use will depend on your particular way of working. Examples are:

Not Called, Call Back, Appointment, Do Not Call, Send Info, Customer, Prospect, Suspect.

Statuses can have up to 20 Sub-statuses, for example, Call Back may have the Sub-status of Cold, Warm or Hot.

Statuses are used in the <a href="https://help.fivecrm.com/en/articles/6689744-account-filter">Account List Filter</a> and also in the <a href="https://help.fivecrm.com/en/articles/6689742-wrapup">Wrapup</a> screen.

Click on the Menu option, Setup &gt; Customer Status

To edit the details of a Status, single-click it in the list.

 To delete a Status, first click on it to edit it, then click the Delete button.

 To create a new Status click the +New Status button.

Change Owner - To make the system automatically change the Owner of an Account when the Status is set, select the Owner from the drop-down list. Leave the option blank to tell the system not to change it.

Increment Nextdate - To make the system automatically set the Date/Time for the next CallBack enter the number of days and/or minutes in the Increment NextDate text boxes. For example, you might want to set a status of "No interest" to callback in 6 months, enter 180 days. NOTE: If you are using Responses then use the Nextdate option in the Response setup and not this one.

Interval - For Statuses that refer to Appointments/Meetings enter the Interval to prevent double bookings within the set number of minutes of an existing Appointment.

Analysis Group - The Field can be used in Reports to group several Statuses together rather than listing them all individually.

Status Priority - The Status Priority works in conjunction with the Priority Status Callback Management options. For more information on Priority Statuses click <a href="https://help.fivecrm.com/en/articles/6689639-callback-management">here</a>.

Autodial Delay - This allows you to set a delay on the Auto-Dial function.

Colour - This allows you to colour code your Accounts on the Account List making it easy to target Accounts with a specific Status. For example, you may have ‘No Interest’ as Red and ‘Appointment’ as Green.

- Change Owner - To make the system automatically change the Owner of an Account when the Status is set, select the Owner from the drop-down list. Leave the option blank to tell the system not to change it.
- Increment Nextdate - To make the system automatically set the Date/Time for the next CallBack enter the number of days and/or minutes in the Increment NextDate text boxes. For example, you might want to set a status of "No interest" to callback in 6 months, enter 180 days. NOTE: If you are using Responses then use the Nextdate option in the Response setup and not this one.
- Interval - For Statuses that refer to Appointments/Meetings enter the Interval to prevent double bookings within the set number of minutes of an existing Appointment.
- Analysis Group - The Field can be used in Reports to group several Statuses together rather than listing them all individually.
- Status Priority - The Status Priority works in conjunction with the Priority Status Callback Management options. For more information on Priority Statuses click <a href="https://help.fivecrm.com/en/articles/6689639-callback-management">here</a>.
- Autodial Delay - This allows you to set a delay on the Auto-Dial function.
- Colour - This allows you to colour code your Accounts on the Account List making it easy to target Accounts with a specific Status. For example, you may have ‘No Interest’ as Red and ‘Appointment’ as Green.