All Collections
Account Setup
Account Setup
6. Create/Edit Customer Status
6. Create/Edit Customer Status
Lucas Flobecker avatar
Written by Lucas Flobecker
Updated over a week ago

Creating Customer Statuses: Startdeliver empowers you to tailor customer statuses according to your unique business requirements.

To get started, follow these steps:

1. Login to the Startdeliver portal and navigate to the "Settings" section.

2. Within the Settings menu, locate and click on "Customer Status". Here, you'll find the option to create new customer statuses.

3. Click on "Add New Status".

Give your status a meaningful name that reflects its purpose. For instance, if you're introducing a status to track customers in a trial phase, you could name it "Trial." This clarity will make it easier for your team to understand and use the status effectively.

Importance of Customer Statuses:

Customer statuses play a pivotal role in refining your customer management process. Here's why they are important: Each customer status represents a specific stage in the customer journey. By assigning the appropriate status, you can effortlessly track where each customer stands in their interaction with your business.

Tailored Engagement: Different customer statuses often require different approaches. For instance, an "Onboarding" customer might need more guidance and attention, while an "Expanding" customer could benefit from learning about advanced features. Customer statuses help you tailor your communication and support accordingly.

Identifying Opportunities and Challenges: Monitoring customer statuses allows you to identify opportunities for upselling or cross-selling ("Expanding" status) as well as potential challenges that might lead to churn ("Cancelled" or "Churned" status).

Did this answer your question?