Using the status of the place allows managers to define the process of the sale. By setting up specific steps in the sales process you and the team can actively keep track of where the place is with regards to making the sale. This also helps when analyzing places as you can filter by status within the places tab in order to see where places are in the sales pipeline.
Managing Place Status
1. Click on the Gear Icon, and then click on Status.
2. From here you can manage and edit your place status. Repsly allows you to customize these statuses in order to fit the terminology of your team. Click Save in order to keep changes.
Examples below:
E.g. Status can be used to denote the influence level of a store High, Medium, Low
E.g. Status can be used to flag the volume of a store
A: Greater than 150,000
B: 149,999-100,000
C: 99,999-50,000
D : 50,000<
Technical requirements:
- Each place can only have one status, not multiple
- Mobile users can assign statuses from mobile, but cannot create new ones.
- Statuses can be mass imported. You can check that in this article: Best practices for importing Places
Result
After saving changes, you will be able to assign a status to a place. This allows you and the team to filter by that particular status in the place list on the Mobile and Web app.
Related Links
How to remove a place from the list of places?