Setting Up Customer Statuses

Who uses this: Roles with the Create & edit Customers permission — Yes for Admins, configurable for Team Managers, and No for Service Agents and Limited Agents. Availability: All regions.

A customer status marks where a customer sits in their lifecycle with your business, from a first inquiry through to a paying customer. FieldPulse tracks that on a single Status field on the customer record, which you set when you create the customer and update as the relationship moves along.

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Overview

FieldPulse offers six customer statuses — Lead, Opportunity, Current Customer, Lost, Other, and Inactive. You pick one on the Status field while creating the customer, change it on the customer record as the customer moves through your sales process, and use the By Status tab on the Customers page to pull up everyone at the same stage. A customer’s current status appears under their name at the top of the customer record.

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Video walkthrough

Watch a short walkthrough of customer statuses, then follow the written steps below.

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Before you begin

• Sign in as a user with the Create & edit Customers permission. Admins have it, and an Admin can enable it for a Team Manager.
• Know which field you are setting. Status and Pipeline Status are two separate fields on the customer record — this page covers Status. Pipeline Status is the one you customize in Company Settings, covered in Setting Up a Custom Sales Pipeline.

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Step-by-step setup

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Set the status on a new customer

Set the status while you create the customer, on the same form as the rest of the customer’s details.

1. Go to Customers and select Create Customer.
2. In the General section at the top of the form, select the Status dropdown.
3. Choose the status that matches where the customer stands — Lead, Opportunity, Current Customer, Lost, Other, or Inactive.
4. Finish entering the customer’s details, then select Save Customer.

Every new customer record defaults to Current Customer, so change the status while you create the record if the customer is a lead or an opportunity. In the FieldPulse mobile app the same field is Account Status, at the top of the New Customer form — set it there while you create the customer. See How to Create a Customer.

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Change the status on an existing customer

Change the status on the customer record as the relationship changes — for example, from Lead to Current Customer once that customer purchases your services.

1. Go to Customers and select the customer you want to update.
2. On the customer record, select Edit.
3. Find the Status section and choose a new status from the dropdown.
4. Save the customer record.

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Filter customers by status

The By Status tab on the Customers page segments your customer list by status, so you can work one stage at a time.

1. Go to Customers.
2. Select the By Status tab.
3. Select a status — Leads, Opportunities, Current Customers, Lost, Other, or Inactive.

The list shows every customer marked with the status you selected.

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Settings reference

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FAQs

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What is the difference between status and pipeline status?

Status is a single field on the customer profile that tracks the customer’s lifecycle — Lead, Opportunity, Current Customer, Lost, Other, or Inactive — and a new record defaults to Current Customer. Pipeline Status is a separate field that tracks where the customer sits in your sales pipeline, using the pipeline statuses FieldPulse provides or ones you customize after enabling Custom Sales Pipeline in Company Settings > Features & Plugins. You can set both fields while you create the customer — see Setting Up Customer Statuses and Setting Up a Custom Sales Pipeline.

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Related articles

• How to Create a Customer
• Customer Record Field Details
• Setting Up Customer Custom Fields
• Setting Up a Custom Sales Pipeline
• How to Tag and Sort Customers

Your setup is working when each customer record shows the status that matches where that customer stands, and selecting that status on the By Status tab of the Customers page brings up that customer.