Client Status Master organises client information and facilitates tracking and management of client interactions, allowing businesses to monitor relationship progress and categorise clients based on engagement stages.
To configure Client Status Master, proceed by following the steps outlined below:
- Click on the Profile picture and select Administrator from the drop-down menu.
- Click on Master Data from the left navigation panel.
- Under the General Master Data, select Status.
- Now, you will see Groups, click on Company three-dot button and select View from the drop-down.
Administrator – Master Data – Status – Groups – Company
- Click the (+) button to add new status.
- Enter the details and click Save.
Master Data – Status – Groups – Add Status – Save
Note: The client status you create here will appear in the client creation process under the status drop-down menu. This status tracks the client's progress, indicating if they are actively engaged, in negotiation, or have finalised their partnership, facilitating effective client management.
- If you wish to view, modify or remove the added status, click the three-dot button and select View or Edit, or Delete from the drop-down menu, as required.
Master Data – Status – View, Edit or Delete