CRM: How to set add, modify or delete your dashboard statuses.
CRM allows you to create and customize statuses categories that are used throughout the portal to keep track of your lead and case records.
1. Using the main navigation menu on the left-hand side of the screen, click on “Setup”.
2. Next, navigate to the “Global Settings and Statuses” page.
3. Scroll down and locate the “System Statuses” section or use the menu on the right side of the page to jump to this section.
4. Next, click on the “Add Status” button in the upper-right corner of the section.
5. Enter the new status name and select the appropriate dashboard category. You may also select a background, and font color.
6. Click the 'save' button to save your changes.
7. To edit an existing status, click on the green “Edit” option that appears to the left of the status name in the System Statuses section.
8. To deactivate a status that you no longer wish to use, click on the red trash can option that appears all the way to the right.
Please note that we don’t recommend deactivating any statuses that are being used in active lead/case records. In other words, no records should be under the status that you wish to deactivate.
