Statuses

Statuses reflect the steps of your company’s sales process in which leads are moved step by step towards the actual purchase and one-off customers are turned into regular customers. The goal is to proceed to the next step.

Status groups

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

• Marketing
• Opportunities or Open issues
• Won or Resolved issues
• Lost or Closed issues

Statuses are arranged in ascending order from top to bottom.

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.

Opportunities or Open issues

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

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.

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