Introduction
Using the "sales funnel" marketing tool consists in assigning a customer to the appropriate category (status), from the point of view of the sales progress of services or products for that customer. You can track the status of all related activities by entering potential customers into the Items.
During the implementation of the CRM module, it is necessary to plan the sales process and define the statuses that will be used in this process. The CRM module of the mKsiegowa.pl program allows you to configure the statuses in accordance with the planned process, and then set the statuses accordingly to the clients.
You can set customer statuses in the module Sales → Lead Status.
Editing customer status
On the screen, you can:
- edit the selected status by clicking the icon
- delete the status by clicking the icon
Add new status
A new status can be added by filling in the form and clicking Add new.