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Lesson 23: Add and Configure your Client Statuses
Lesson 23: Add and Configure your Client Statuses

"Can I segment my clients?" "How do I add, set, or edit a client's status?" This video shows you how.

Rob Ward avatar
Written by Rob Ward
Updated over a week ago

Your eBoss database provides you with two independent Status fields, that help you to manage and keep track of your clients.
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These fields are fully configurable, meaning endless customisation to fit with your own workflows. Maybe you want to segment your clients based on their industry, their requirements in a candidate, or any other aspect of your business relationship.

However you choose to customise your Status fields, the way to do it is really easy. Watch the following video and follow the simple, step-by-step instructions.
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โ€‹TIME REQUIRED: 2 MINUTESย 

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