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Introduction
Welcome to our comprehensive guide on how to change the status for closed cases in Maximizer CRM. As a business owner or sales manager, it is crucial to keep track of your customer interactions and ensure that your sales team is following up on every lead.
Maximizer CRM is a powerful customer relationship management tool that can help you streamline your sales process and improve customer satisfaction. However, to make the most out of this software, it is essential to understand how to manage closed cases and update their status effectively.
In this article, we will guide you through the step-by-step process of changing the status for closed cases in Maximizer CRM. From understanding different case statuses to creating custom status labels, we will cover everything you need to know to optimize your sales workflow.
Understanding Case Statuses in Maximizer CRM
Before we dive into how to change the status for closed cases, it’s essential to have a clear understanding of different case statuses in Maximizer CRM.
By default, Maximizer CRM has four main case statuses:
- New: A case that has been created but not yet assigned or resolved.
- Assigned: A case that has been assigned to a user or team for resolution.
- Resolved: A case that has been resolved and closed.
- Closed: A case that has been closed but not yet resolved.
Depending on your business needs, you can customize these statuses or even create your own to fit your sales process better.
Changing Status for Closed Cases in Maximizer CRM
If you have a case in Maximizer CRM that needs to be updated from Closed to Resolved or any other status, here’s a step-by-step process:
Step 1: Open Closed Case
Go to the Cases module and find the closed case that you want to update. Click on the case to open it.
Step 2: Update Case Status
Once the case is open, go to the Details tab and look for the Status field. Click on the current status to open a drop-down menu with all the available options.
Select the new status you want to assign to the case, such as Resolved or Assigned.
If you have customized your case statuses, make sure to select the appropriate label from the drop-down menu.
Step 3: Save Changes
After selecting the new status, click on the Save button on the top right corner of the screen. The new status will be immediately updated for the case.
Creating Custom Status Labels in Maximizer CRM
If you want to create your own custom status labels for cases, here’s how:
Step 1: Go to the Case Statuses Settings
In the Administration module, go to the CRM Settings tab and select Case Statuses under the Cases section.
Step 2: Create a New Status Label
Click on the Add button to create a new status label. Enter the name of the label and select the color you want to assign to it.
Make sure to select the Active checkbox if you want the new label to be available for use. You can also choose to set a default label if desired.
Step 3: Save Changes
Click on the Save button to apply the changes. Your new custom status label will now be available in the drop-down menu when updating case statuses.
Maximizer CRM: How to Change Status for Closed Cases Table
| Step Number | Step Description |
|---|---|
| Step 1 | Open Closed Case |
| Step 2 | Update Case Status |
| Step 3 | Save Changes |
Frequently Asked Questions (FAQs)
How do I know if a case is closed in Maximizer CRM?
In Maximizer CRM, a closed case has a Closed status label in the Details tab. You can also filter cases by status to see all the closed cases in your database.
Can I customize the case status labels in Maximizer CRM?
Yes, you can customize the case status labels in Maximizer CRM to fit your business needs. Go to the Case Statuses Settings under the Cases section in the CRM Settings tab to create custom labels.
Do I need to be an administrator to change case statuses in Maximizer CRM?
No, you don’t need to be an administrator to change case statuses in Maximizer CRM. However, you do need to have the appropriate permissions for the Cases module to modify case details.
Can I create my own closed status labels in Maximizer CRM?
No, the Closed status label is a default label in Maximizer CRM and cannot be customized. However, you can create your own custom labels for other case statuses.
What happens if I change a closed case status to Resolved in Maximizer CRM?
If you change a closed case status to Resolved, it means that the case has been reopened, and you need to assign it to a user or team for resolution. You can also choose to update the case details, such as the priority or description.
Can I filter cases by status in Maximizer CRM?
Yes, you can filter cases by status in Maximizer CRM to see all the cases with a specific status label. Go to the Cases module and select the appropriate status from the filter drop-down menu.
What is the difference between Resolved and Closed statuses in Maximizer CRM?
In Maximizer CRM, the Resolved status means that the case has been resolved, but it is still open for review or feedback. The Closed status, on the other hand, means that the case has been resolved and closed, and no further action is required.
How do I reopen a closed case in Maximizer CRM?
To reopen a closed case in Maximizer CRM, change the status from Closed to Resolved or any other appropriate status. You can then assign the case to a user or team for resolution.
Can I delete a closed case in Maximizer CRM?
No, you cannot delete a closed case in Maximizer CRM. However, you can archive the case to remove it from your active cases list.
How do I assign a case to a user or team in Maximizer CRM?
To assign a case to a user or team in Maximizer CRM, go to the Details tab and look for the Assigned To field. Enter the name of the user or team you want to assign the case to and save the changes.
Can I export closed cases data in Maximizer CRM?
Yes, you can export closed cases data in Maximizer CRM by running a custom report. Go to the Reports module and select the appropriate report type and criteria to generate the report.
How can I track the case resolution time in Maximizer CRM?
In Maximizer CRM, you can track the case resolution time by using the Case duration field. This field calculates the time from when the case was opened to when it was closed or resolved.
What is the best way to manage closed cases in Maximizer CRM?
The best way to manage closed cases in Maximizer CRM is to regularly review them to identify any recurring issues or customer feedback. You can also use closed cases data to improve your sales process and customer service.
Conclusion
In conclusion, changing the status for closed cases in Maximizer CRM is a straightforward process that can help you manage your customer interactions more effectively. By understanding different case statuses, creating custom labels, and following the step-by-step process, you can optimize your sales workflow and improve customer satisfaction.
We hope that this guide has been helpful in your understanding of how to change status for closed cases in Maximizer CRM. If you have any further questions or need help with your CRM software, don’t hesitate to contact us.
Closing Disclaimer
This article is intended for informational purposes only and should not be considered as legal, financial, or technical advice. The use of any software, including Maximizer CRM, is subject to the terms and conditions of the vendor and the user’s agreement. We do not endorse any specific CRM software or vendor and recommend that you conduct your own research before making any purchasing decision.
