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Comment: update to page includes for sept a

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inclib:Custom Status Type - Agent

Market Leader does not support integration of custom status types with the built-in status types. If you would rather use a custom status type, you can use a workaround.

Custom Status Workaround

The concept of this workaround is to use a consistent set of terms in Contact Summary Comments, such that you can search for them, and the search returns all contacts whose comments contain a given term. In preparation for using this workaround, define a set of custom status terms (e.g. Serious, Just Looking, etc.) and document them (e.g. note-to-self) for future reference. To make the workaround as robust as possible, use the terms consistently. A copy and paste would be ideal. With this workaround the contact categories are unlimited.

(warning) The Performance Evaluator page uses built-in status types. If you use status types differently, the data in the Performance Evaluator view might not be useful to you.

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To Use Custom Status Type

  1. In the Contact Summary, click the Comments bar.
  2. In the New Comment field, enter a custom status term as previously defined.
  3. Click the Save button.

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See Also