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Creating Prospect Statuses

VUE is a permissions-driven system that tailors security access to suit each user's needs. Access to each menu item is managed by an Administrator at your dealership. See the Help article on Roles and Permissions to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

 

Navigation: Sales > Maintenance > Miscellaneous > Default Settings

This article explains how to add, update, and delete Prospect Statuses in VUE. Prospect Statuses are custom labels used to categorize and track the stage of a sales prospect through your dealership's pipeline.

Inside the Default Settings screen:

  1. Select the Prospect Status tab.

  2. Click the [Add] button at the bottom of the screen.

  3. Input the name of the Prospect Status in the field.

  4. Click the [Add] button.

  5. Click the [Save] button in the Action Ribbon.

  • Once added, Prospect Statuses can be updated or deleted by selecting the desired Prospect Status from the list and editing or removing it using the controls to the right.

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