Household and Contact Status
The Status field tells you what relationship a household has to your practice.
It has five default options:
- Client is someone that does business with you.
- Prospect is someone that you want to do business with and is qualified for your services.
- Ex-client is someone that used to do business with you, but no longer does.
- Lead is someone you have not determined yet if they are qualified to become prospects.
- Other is a catchall status for anyone else.
And three customizable options: Status1, Status2, and Status3. Contact BGM to have these customized for you.
To Change a Household’s Status
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Go to the Contacts workspace.
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Click on the Households button.
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Type the name of the Household you are going to change the status of into the search bar, then press Enter.
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Click the Edit button on the Household’s line to open the edit window.
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Click on the Status field and select a new status for the Household.
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Click OK when finished.
Note:
- If you change the status of a Household, then the Head of Household’s status will change to match it automatically. You can learn more about the Head of Household and other roles here.
To Change a Contact’s Status
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Go to the Contacts workspace.
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Click on the Contacts button.
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Type the last name of the Contact you are going to change the status of into the search bar, then press Enter.
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Click the Edit button on the Household’s line to open the edit window.
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Click on the Status field and select a new status for the Household.
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Click OK when finished.
Note:
- If you change the Head of Household’s status, the Household’s status will change to match it automatically. You can learn more about the Head of Household and other roles here.
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