Lead Status is a custom or preset status assigned to customers. Using the lead status feature within ServiceWorks can help you add an extra layer of organization to your customer base, and even allow for analytics and reporting based on the lead status applied.
Here’s how to create and set lead statuses within ServiceWorks
Creating A Lead Status
To begin, click on the cogwheel in the toolbar to open the Configuration Tab and navigate to Customer -> Lead Status
In the following menu, you’ll see a list of pre-created lead statuses within your ServiceWorks account. These can be edited or deleted using the icons next to each status, barring the Open status
To create a new Lead Status, click the New Lead Status button
Next, give your new status a name in the field provided. In this example, we’re setting the new lead status name as “Customer Referral”. Once finished with naming, click Save to continue
And once saved, you should see your newly created lead status at the bottom of the status list
Applying Lead Statuses
Now that you’ve successfully created a lead status, you’re ready to begin applying the status to customer accounts. To do so, begin by hovering over the Customer section of the toolbar and click Customers
In the Customer menu, locate the status column within a customer’s name row. By default, all customers will be saved under the “Open” status until otherwise changed
Clicking on the pencil icon will allow you to edit the lead status from that customer. Select your desired status from the drop-down list and select Done when finished
Once applied to customers, you can use the lead status bar above the customer list to generate a list of customers with the corresponding lead status
You can also use the reporting system to generate a report based on your customer’s assigned lead status (More info on how this report works: Customer By Lead Status)
Need More Assistance?
Contact us:
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Email: support@service.works
Phone: 636-220-4363 Ext #1
