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83) Contact Status Setup

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.

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Support on Agencyware available 9 am - 5 pm CST Monday thru Friday Call us at 281-398-3770 Sales toll free at 888-785-0882 or e-mail us at support@aknaf.com

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