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Tracking Customer Health

Maria Herrell
Updated 1 year ago

The Customer Health Status indicates the status of your relationship with a customer.  To add a health status to a customer, click on the Health Status on a customer profile page. There are four options to highlight for customer health:

  • None
  • Poor   🙁
  • Fair     😐
  • Good  🙂

Health Status Description

When you change a customer’s health status, an optional prompt to provide a description appears. The health status description field enables you to document why you selected a particular customer health status. The health status description will appear under the 'i' icon next to the customer health in the future. Additionally, a new activity will appear on the customer profile page indicating that the health status has changed and a description of why the change occurred.

If you do not want to include a description, simply select the ‘No Thanks’ option to dismiss the health status description window.

Viewing Health Status Description

You can view the description of the health status by selecting the 'i' icon next to the Health Score icon.

Health Status Activity

When a Customer’s Health Status has changed, an Activity will be created on the Company record to show the change that was made.

Health Status - Recent Updates Report

When a change is made to a Company’s Health Status, the Recent Updates Report will show these changes as well.

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😞 😐 😃