In sales, the following contact types are used:
- New Lead
- Contacted
- Engaged
- Qualified
- Proposal Sent
- Decision
- Won
- Lost
These are what I have used as defaults in Candid CRM. But it is unlikely that your business follows this process. So, today I have spent the day making sure that you can changes these types as well as add your own. I have also given you the ability to change the order.
There is one more contact type that I have added. This one you cannot delete and will always be the last one. That type is:
- Archive
Archive, is the nicest word I could think of! This type of contact are for the people you never want to deal with. They are bad for your business. However, they need to be in your CRM so that you know not to deal with them. More importantly, everyone in your business knows not to deal with them.
You can list all your “Archived” contacts, but they will be ignored everywhere in the CRM, including dashboard and reports. Before you archive a contact, you should add a note or better still, update the comment for that contact. This will remind you and your team that they should not communicate with them.