How to Define Priorities for Contacts

Customer Priorities can be set up to manage contacts. The priority field is used to identify the “status” of your company/customer and can be used in searching and running reports..  The default priorities are simply the letters A-E.  Priorities can be searched from the Contact Search page and can be used in Flex Reporting.

To access Priorities screen, select menu option Management → Site Setup → Website Setup. Under the Contact Management section click Priorities. A list of existing priorities is displayed.

Note: For newer sites there will not be a “Management” tab. Instead you will find Website Setup under the person icon in the upper right hand corner of your screen.

• To Add a New Priority, Click New. Enter the Priority name.
• To Edit existing Priority, double click the Priority.
• To Delete existing priority, select the priority and click the red X. While deleting application will prompt to confirm delete action.
• Click Save after modifications.

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