Using the Status Field for Prospects

The field ‘customer status’, in PestaRoo normally is used to track ‘Current’, ‘Slow Pay’, ‘Moved Away’ and ‘Deceased’ customers. But it is surprisingly effective for tracking Prospects also. ‘Status’ is at the lower right of any customer record on the Choose Name layout. By adding some special values, like ‘need to call’, ‘warm’, ‘cold’, and ‘Hot’, you can easily manage a set of imported records as prospects, and slowly convert them to Customers. Customers will be ‘Current’, and Prospects will be ‘Hot’ or ‘Cold’ etc. So simple, but amazingly powerful. Try this special use. You’ll be glad you did.