Health Status is a quick read on how strong a customer relationship is, so your team can spot trouble early.
Health Status only appears on companies that have been converted to customers. See Convert Companies to Customers.
The four levels
Status
Meaning
None
No status assigned yet
Poor 🙁
Needs immediate attention
Fair 😐
Could be better — keep an eye on it
Good 🙂
In great shape
Update a customer's health status
- Open the customer profile.
- Find the Health Status section on the profile page.
- Select None, Poor, Fair, or Good.
- Add a short description explaining the change, or click No Thanks to skip it.
Write the description even when you're in a hurry. It's the difference between a teammate seeing "Poor" and a teammate knowing _why_.
See why a status was set
Click the i icon next to the Health Score on the customer profile. You'll see the latest description and any notes about the change.
Track changes over time
Health status changes show up in three places:
- Activity Feed — every change is logged as an activity on the company record.
- Companies list view — enable the Health Status column to filter and sort by it.
- Recent Updates report — all health status changes in one place.
Need help? Contact support at customercare@pipelinecrm.com.