📌 Understanding the Grid
The grid is a matrix:
- Rows → CRM Categories (e.g., Lead, Prospect, Customer, Partner)
- Columns (under “Status”) → CRM Statuses (e.g., New, Contacted, Qualified, Won, Lost)
- Checkbox → Links a category to a specific status
You can nest categories to reflect relationship hierarchies or segment types.
➕ Creating a New CRM Category
- Click + Category at the top.
- Fill in:
- Name → Category name (e.g., "Prospect").
- Description → Short explanation of the category’s purpose.
- Sorting → Number to decide where it appears in the list.
- Press Save and Close.
🏷 Creating a New CRM Status
- Click + Status at the top.
- Fill in:
- Name → Status name (e.g., "Qualified").
- Description → Short explanation of what this status means.
- Sorting → Number for display order.
- Choose a background color for easy recognition.
- Press Save and Close.
🔗 Linking Categories to Statuses
- Find the category row.
- Tick the checkbox under the relevant status column.
- Each category can have multiple statuses depending on your sales or engagement process.
📋 Example Status List
| Status | Description |
|---|
| New | Lead or contact has been created but no interaction has occurred yet. |
| Contacted | Initial communication has been made with the contact. |
| Qualified | The contact meets your criteria for further sales or engagement activity. |
| Won | The opportunity has been successfully closed with a positive outcome. |
| Lost | The opportunity was closed without success. |
❓ FAQ
Q: Can statuses differ between Leads and Customers?
Yes. You can link only the relevant statuses to each CRM category using the checkbox grid.
Q: Can I track both sales and service stages here?
Yes, you can create categories and statuses for both sales and service pipelines.
Q: What happens if I delete a status?
After a status has been used, deletion is not possible. If you no longer need it, you can disable it by setting Active to False.
