Once the Contact Status feature is enabled, 8i sorts your contacts into groups by assigning each a status that is based on your level of interaction. These statuses appear in the Contact Record header within 24 hours. While statuses are automatically assigned based on specific criteria, you can manually assign statuses to each of your contacts if desired.
Tip: You can view a pie chart that displays the percentage of contacts that are assigned each status in the Contacts portlet on the Dashboard. Learn More>>
The following table describes the available statuses and how the system determines which to apply.
|
Status |
Description |
| Ready to Transact (Manually Set only) |
This status is available when you manually set the status. Set a contact's status to "Ready to Transact" if the contact is ready to buy/sell their home in the near future.Use this status to highlight contacts who need more attention during the process of buying/selling. |
| Active (System or Manually Set) |
Assigned to those you contact regularly. This status indicates one of the following:
|
| Inactive (System or Manually Set) |
Assigned to those you do not contact regularly. This status indicates one of the following:
|
| Never Contacted (System or Manually Set) |
This status indicates one of the following:
|
| Exclude (Manually Set only) |
This status is available when you manually set the status. Set a contact's status to "Exclude" if you do not want to assign them a status. |
| Not Set | This status indicates either 8i has not yet assigned a status, or there was an issue processing the contact's status.
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