Pathway: Customer > Search > Select Account
The current status of a site is displayed in the Site section of the Account Details screen. Select the status to open the Site Status History popup editor and view the status history, or change the site’s current status.
Site Status History Field Descriptions
Field | Description | |
|---|---|---|
Status | The current status of the site. Click on the drop down to view a list of all status’s and to assign a new status. Status Options:
| |
Sales Stage | Indicates the stage in the sales lifecycle the prospect account is in. This field is only available for selection for the Prospect status. | |
Effective Date | The date the status change will go into effect. Example: Customer calls today (9/9/22) and says they will be on vacation from 9/19/22-9/30/22. Select the Vacation Hold status and enter the Effective Date as 9/19/22. | |
Note | Option to include notes regarding the reason for the change of status. |
Change a Site Status
Select a status from the Status drop down field.
If Prospect is selected, select the status the prospect account is in from the Sales Stage drop down. This field is inactive for all other status selections.
Enter an Effective Date.
Enter a Note to record additional information for the status change. This field is optional.
Select Save when finished.