Understanding Customer Statuses
Notifi is an all-in-one platform that unifies communication, scheduling, estimating, payments, and customer management for service businesses.
A key feature is the ability to manage customer statuses effectively. This guide will help you understand and utilize customer statuses within Notifi.
What you will learn
How to view and interpret customer statuses
How to update a customer’s status
How to customize lead statuses
How to use statuses to improve sales and operations
Viewing Customer Statuses
In Notifi, customer statuses are displayed in the customer summary section. These statuses represent the current stage of your relationship with a customer, such as Potential, Bad Fit, or Not Interested.Recognizing these stages helps your team personalize communication and prioritize outreach.
Updating a Customer's Status
Click the current status.
Select the new status from the dropdown menu.This keeps customer records current and ensures the entire team has an accurate view of each relationship.
Customizing Lead Statuses
You can tailor lead statuses to fit your workflow:
Go to Settings → Custom Lead Status.
Add, edit, or remove statuses
Use + New Status to create a label and select an icon.Custom statuses align Notifi with your sales process and make it easier to track progress from inquiry to conversion.
Using Customer Statuses in Practice
Statuses provide clarity across sales, support, and operations. Examples:
Potential – new leads that need follow-up or qualification.
Active – current paying customers with ongoing jobs or service plans.
On Hold – paused customers due to pending approvals or project delays.
Not Interested / Bad Fit – prospects that are unlikely to convert, helping clean up your pipeline.
Churned – customers who canceled service, useful for retention tracking.
By consistently updating and using statuses, teams can:
Prioritize leads and allocate resources efficiently.
Automate workflows (e.g., trigger follow-up messages or reminders).
Generate accurate reports on conversion and churn rates.
Keeping customer statuses updated ensures alignment between teams, cleaner data, and more predictable sales performance.