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Customer Statuses
Updated over a week ago

FieldPulse offers a simple method of tracking the lifecycle of a customer as they move through different stages. A single field on the customer profile called Status indicates the current state of the customer. The account statuses include:

  • Lead

  • Opportunity

  • Current Customer

  • Lost

  • Other

  • Inactive

Click on Current Customer

Customer Statuses, Explained

Lead: indicates a potential customer that has shown interest in your services. If you've received an inquiry or call from a potential customer, they would fall into the category of a lead.

Opportunity: indicates a potential customer that you believe has a good chance of purchasing your service. This customer would be a step beyond a lead and may be close to a sale. This could be someone you've given an estimate.

Current Customer: indicates someone who has purchased your services. When creating a new customer profile, all customers default to Current Customer.

Lost: indicates someone who has gone through the sales process with you as a lead or opportunity but did not purchase your services. This could be someone who you've given an estimate who didn't purchase. Tracking and marketing to lost customers can help you build your business in the future. 

Other: is an option for an account that doesn't fit into the categories and for you to denote as you wish. Some users choose to store partners and vendors in their FieldPulse CRM, which could fall under Other.

Setting Account Status on the Customer Profile

For a new customer: Navigate to Customers and click Create Customer. As you create a new customer record, you can adjust the status at the top of the form under the Status dropdown.

For an existing customer: If you want to edit the status of a customer that's already in your system, you can do that from the customer record. Navigate to the Customers page and click on the customer you want to edit. On the customer record page, click Edit and locate the Status section. From the dropdown menu, you can select a new customer status.

Click on Status…

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Sorting Your Customers by Status

On the Customers page, you can segment your customer list by account status by selecting the By Status tab, and then selecting an account status (e.g. Current Customers). This will display all customers that are marked with the Current Customers account status.

Click on Current Customers

Video Tutorial

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