Client Statuses

Client statuses help you organize your customer portfolio for more detailed reporting.

Client statuses help organize and sort your clients on a macro-level, track prospects, account sizes (tier 1, tier 2, etc.), and inactive accounts.

On this page:

How to create client statuses

How to edit client statuses

How to delete client statuses

How to assign a client status

Client status reporting

How to create client statuses

To create a client status:

1. Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
2. Click the Setup section
3. Click the Statuses tab > Client Statuses in the pop-up window
4. Click + Add New
5. Type the status name in the text field
6. Click Add

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How to edit client statuses

To edit a client status:

1. Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
2. Click the Setup section
3. Click the Statuses tab > Client Statuses in the pop-up window
4. Click into the text field of the status you'd like to change and update it as needed

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How to delete client statuses

To delete a client status:

1. Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
2. Click the Setup section
3. Click the Statuses tab > Client Statuses in the pop-up window
4. Click the icon beside the client status you'd like to remove
5. Click Delete in the pop-up window

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How to assign a client status

You can set a client's status by using the:

• Clients tab
• Client's page

To assign a status through the Clients tab:

1. In the Sales > Clients tab, search for and select the client you'd like to assign a status to
2. In the slide-out menu, click Actions > Edit Details
3. Select a status from the "Status" drop-down menu
4. Click Save

To assign a status on the client's page:

1. On the client's page > click Overview, click Actions
2. Select "Edit Details" 
3. Select a status from the "Status" drop-down menu
4. Click Save

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Client status reporting

Client status reporting is available on the Sales Target Report and Mailing List Report.

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