Set up Company Statuses (Table Editor)

These are used to update what stage you’re at with certain companies. Examples could be, prospect, active, or do not contact. These can be updated and viewed on the Company Profile page. You can also search off of company statuses within the CRM page.

Create and edit the statuses which you will use to track companies.

 

Create a new Company Status

This will show up on the Company's record > Operational Information widget

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Company Statuses tile
  4. Add a document name to the New Item field
  5. Select the Item Type 
    1. Cannot Create Job
    2. Cannot Create Placement
    3. Cannot Create Placement or Job
    4. General
  6. Click on the Add button
  7. Click on the Close button

Company Status - Add New - Save.gif

 

 

Example of new Company Status

This will show up on the Company's record > Operational Information widget

  1. Go to a Company's record
  2. Click on the Operational Information widget
  3. Got o the Company Status field

Company - Operational Info widget - Company Status.gif

 

 

 

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