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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

01_How to create client statuses

Users with permission to Manage users, billing, and company settings will be able to make adjustments to client statuses.

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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

02_How to edit client statuses

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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 image-png-Sep-14-2022-05-43-19-10-PM icon beside the client status you'd like to remove
  5. Click Delete in the pop-up window

03_How to delete client statuses

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How to assign a client status

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


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

04_How to assign a client status

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

05_How to assign a client status

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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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