What Is Customer Health Status?

Keep in mind: Health Status is only visible for companies that have been converted into customers.
You can read more about customers here.

The Four Health Status Levels

• None: No health status assigned yet.
• Poor 🙁: The relationship needs immediate attention.
• Fair 😐: Things could be better—keep an eye on this one.
• Good 🙂: The customer relationship is in great shape.

How to Update a Customer’s Health Status

1. Go to the Customer Profile: Find the customer you want to update.
2. Click on Health Status: Look for the Health Status section on the profile page.
3. Select a Status: Choose from None, Poor, Fair, or Good.
4. (Optional) Add a Description:After selecting a status, you’ll see a prompt to describe why you made the change.
   • This is your chance to provide context for teammates.
   • If you don’t want to add a description, just select No Thanks.

Why Add a Description?

• Descriptions offer clarity about why a status changed.
• They appear under the ‘i’ icon next to the Health Score, so anyone can quickly see the reasoning.
• Every update creates an Activity on the customer’s profile, making it easy to track changes over time.

Viewing Health Status Descriptions
To 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 status change.

Tracking Health Status Changes

 Every time a health status changes, an activity is logged on the company record.

Key Takeaways

• Use Health Status to monitor customer relationships proactively.
• Add descriptions for transparency and better teamwork.
• Check the Activity Feed and Recent Updates Report to stay in the loop.