The “Status” feature was designed for your convenience when working with clients for a more efficient way of processing requests.
By using the Status feature, you can assign a specific label (tag) to a client and track at what stage of your workflow the client is, as well as conduct analytics on tags/statuses assigned to customers.
The setting “Statuses” is located in the section Manage -> Customer service, in the Jivo app.
In this section, you will find a list of statuses added to your account, as well as:
1. The ability to create new statuses;
2. Buttons for editing / deleting statuses (note that the preset statuses cannot be edited or deleted);
3. Buttons for moving statuses up or down in the general list;
4. Set reminder: when using a status with the “Set reminder” option activated, a reminder will be automatically created to remind you about the client in 7 days.
And… How to see a list of customers with a particular status? We took care of that. In the Archive -> Clients section, you will find a filter by assigned status. In this case, this information will also be available when downloading clients in the excel file generated by our system.
We wish you a productive work!