In the card index of the customer we will be able to receive information for all the actions that were carried out or written down while working with this customer.

The presentation of the statuses will enable us to look at the history of the customer’s status from the moment during which he entered the campaign and up to his current status.

(Reminder: A customer can have only one status, which we can continuously change and update)

1. Interested, (or “closed”) is a status that was marked by the representative.

2.April 11th 2018, 10:13 PM are the date and the time on which the change was implemented by the representative.

3. The name of the campaign under which an action with respect to the customer was carried out.

4. The representative’s name.

1. Status type: Follow up

2. Date set for returning to the customer: March 28th at 5:38 PM

3. The time and date on which the representative changed the customer’s status to “Follow up”.

4. The campaign in which the follow-up to the customer will be carried out.

5. The name of the representative that changed the status.

Every time you forward a customer, from one representative to another or by forwarding a customer from one campaign to another, this action will be always accompanied by a status update.

* The forwarding of the call will be marked with a right arrow.

1. A right arrow – the call was forwarded.

2. Customer’s status – Follow Up

3. The date and the time on which the forwarding was carried out by the representative + the status of a new customer was defined.

4. The campaign to which the customer will be forwarded – in this case – “Demo Campaign” campaign.

5. The name of the representative that carried out the action of the forwarding and changed the customer’s status.

6. The representative to wich the customer was forwarded to, and in this case- assigned with a follow up

further information regarding statuses you can find in this article