Create Contact Status Codes

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This allows you to add to the options available in the Contact Status drop-down menu in Contact Details.

1. Select Gx CRM from the toolbar.

2. Hold the cursor over Options on the menu.

3. Hold the cursor over Options on the second menu.

4. Select Contact Statuses from the third menu.

5. Assign a Code for this contact status. This can be alphanumeric, up to three digits.

6. Type in the full contact status Name.

7. Type in an Abbreviation for the contact status name.

8. You can now assign a contact status to your customers and prospects.

Click here to view the Create Contact Status Codes screen.