You can lock down status options to individual users, groups, roles or companies. By default every status is available to every user. And will be displayed as All.
To Configure Status Allocations
1. Click on the ... button.
| Note |
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| The logic for determining if you may use a status starts by applying the general rules described in "status changers and closers", and then these more specific rules. |
2. From the contact picker select the Role, Company or user that is needed.
3. Click OK.
4. Click Submit.
History Log of Status Allocation Changes
All changes to the status allocation page are recorded in the history.
