Assigning a Status to a Customer helps your sales team understand the current stage of the relationship and guides how they should follow up. Customer Statuses provide clear indicators of where a client stands - whether they are a Lead, an Active Client, or Inactive Client.

Table of Contents

• Types of Customer Statuses

• Customer Status Progression

• Inactive Customer Information

  • Searching for Inactive Customers
  • Setting Individual Customers Inactive or Active
  • Setting a Default Time Period for Inactive Customers

Types of Customer Statuses

• Lead:  Customers that you have entered into the system but haven’t done any work for.
• Prospect:  Potential Customers with an Estimate created but no completed Orders.
• Client (Active):  Customers you are currently doing business with.
• Client (Inactive):  Customers you are no longer doing business with or who haven’t placed an Order within a certain time period.

Customer Status Progression

• When a New Customer is created, the Customer Status will automatically be set as Lead.

• After creating a New Estimate for a Lead, the Customer Status will automatically be updated to Prospect.

• If an Estimate is converted to an Order or a New Order is created, the Customer Status will be automatically updated to Client.

• At any time, you can manually set an individual Customer as Active or Inactive by clicking the Activate or Set Inactive link found on their Customer Information Page.

Note: If a Customer has In-Store Credit, you will not see an option to make them Inactive.

Inactive Customer Information

• Marking a Customer as Inactive does not prevent you from creating new Estimates or Orders. If new activity is created for an inactive Customer, their Status will automatically update to the appropriate level.
• Marking a Customer Inactive will be noted in the Account History, and will hide the Customer from the default search results on Customer Search.