The View statuses dialog
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:
|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.|
Add to selection can be used only for static selections. How to use statuses in dynamic selections.