How to create a CRM sale status?

Edited

In this article you may learn how to create a CRM sale status.


Let us describe thw procedure step by step.

  1. Go to Settings Navigation → CRM Sale Statuses.

  2. Click + next to the page title.

  1. In the appeared window, enter the new sale status name along with its brief description and assign a unique color for it to be easily distinguished.

  1. Once clicking "Submit", the newly-created status appears in the list.

Now you can perform the following action with this sale status:

  • Assign it to an advertiser sale status via Traffic Distribution → Sale Statuses.

  • Set it as a Forcing Sale Statuses while creating a goal via Settings Navigation → Goals.