Contact Us

Submit your question

Request a callback

Knowledge Based Article

How to Setup Status in the company?

In this section, user can create new status as per the requirement like pending, waiting, on hold etc. This helps to manage the leads and projects. To create new status follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Configuration > Company Setup > Status
2. Click the 'Add' icon.
3. Fill in the required information.

4. Click ‘Save’ to create it.

To edit: Click on the Status in listing and make the required changes.
To delete: 'Tick' mark the Status in listing and remove it by clicking on 'Delete' icon.
To enable and disable Status: In 'status' column, click on the 'Cross' icon to enable or 'Check' icon to disable the Status.
To search the Status: Type the name of the Status in the search bar and click on 'Search' icon.