The View statuses dialog
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Note
This feature requires a license for Sales Intelligence.
The View statuses dialog is displayed when you click a status image for a company card, contact card or project card. The dialog contains the following information:
| Element | Description |
|---|---|
| Name | The name of the status, defined in Settings and maintenance. |
| Description | A description of the status, defined in Settings and maintenance. |
| Other statuses | A link to any other statuses relating to the current company, contact or project. This field is displayed only if there are several statuses for the record in question. |
| Create follow-up | Used to create a new follow-up for the company, contact or project. The type of follow-up created by default is defined in Settings and maintenance. |
| Add to selection | When clicked, the Add to selection dialog opens and you can add the current company or contact to a static selection of your choice. |
| Close | Closes the status dialog. |
Note
Add to selection can be used only for static selections. How to use statuses in dynamic selections.