SELECT FROM THE MENU
BAR CONTACTS THEN SETUP THEN SETUP CONTACT
STATUS
Examples of contact status is Prospect, New Lead, Qualified Lead, or
Customer.
Use the New status button to add a status and
the Edit and Delete buttons to edit and delete a status.
The system will warn you if you are deleting
a status that is used in a contact record.
If you edit a Status, all contacts with that
Status will also be edited to the new status.
You do not have to
create all your contact statuses now; you can add new statuses at any
time. |