Step 1: Accessing the Customer Status Configuration

Let’s begin by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then select Master Data Management

A new window will appear.

Scroll to the Customer section and click on Customer Status.

Step 2: Understanding the Purpose

Customer statuses help you quickly classify and manage your customers based on their current relationship with your business.

By clearly defining these statuses, you can:

• Filter customers accurately in your dashboards

• Segment communications and workflows

• Maintain clean and reliable customer records

Step 3: Creating a Customer Status

To add a new customer status:

• Click the “+” button in the top right

• Enter the name of the status (e.g., Active Partner, Potential Lead, Archived Client)

In this example, we’ll create a status called “Potential Lead” and set the toggle to Prospect.

You’ll see three toggle options:

1. Active – for customers who are currently doing business with you.

2. Prospect – for leads or potential clients still in the pipeline.

3. Deactivated – for customers no longer active, due to churn, inactivity, or other reasons.

Important: Only one of these toggles can be selected per status. This design ensures clarity and avoids overlapping customer categorization.

These toggles are especially useful for:

• Smart filtering of customer lists

• Triggering workflows (e.g., sending onboarding emails for new active clients)

• Ensuring accurate reporting on active, potential, and deactivated segments

Click Save to store the entry.

Step 4: Editing and Updating a Customer Status

To make changes:

• Click on the customer status you created

• This opens the detail/edit view

From here, you can:

• Rename the status

• Change the toggle between Active, Prospect, or Deactivated

• Adjust whether the status is currently visible or in use

Click Save to confirm your updates.

Use Save & Close only when you’ve completed all edits, as it will exit the Master Data Management window.

Step 5: Reviewing Customer Status Logs

To view a full change history:

• Click the (i) button in the top right corner

You’ll see:

• When the customer status was created

• Who made changes and when

• A complete log of updates for audit tracking

You’ve now successfully:

• Created a customer status

• Assigned it a unique toggle for clarity

• Edited and reconfigured it as needed

• Reviewed the full update history