> For the complete documentation index, see [llms.txt](https://biglead.gitbook.io/biglead-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://biglead.gitbook.io/biglead-docs/en/categories/2.-care-status.md).
# 2. Care status
### 1. What Is a Status Tag?
A **Status Tag** is a feature that helps businesses track a customer's current stage in the customer journey, from initial contact through sales and ongoing customer care.
At any given time, **each customer can be assigned only one Status Tag**, ensuring that their current status is accurately represented.
Businesses can use Status Tags throughout the customer lifecycle to simplify customer management. Common examples include:
* **New Customer**
* **Interested**
* **Consulted**
* **In Follow-Up**
* **Closed Won**
* **No Response**
* **Existing Customer – Follow-Up**
Assigning a Status Tag enables sales and customer service teams to quickly identify:
* The customer's current stage in the sales process.
* The appropriate next step for follow-up.
* The team member responsible for the customer.
* Conversion rates across different stages of the sales pipeline.
By maintaining a single, up-to-date status for each customer, businesses can improve workflow visibility, streamline customer management, and make more informed sales decisions.
### 2. How to Create a Status Tag
#### Step 1: Access the **Customer Care Status** Module
From the **CRM** menu, navigate to **Customer Care Status** to begin creating status tags for your customers.
This module allows you to create, manage, and organize customer status tags that reflect each stage of the sales and customer care process.
#### Step 2: Add a New Customer Care Status
Click **Add Customer Care Status** to create a new status tag.
The system will open a form where you can enter the details of the new customer care status, including its name and other relevant settings.
#### Step 3: Enter the Status Details
The system will display a **Create New Customer Care Status** window. Enter the following information:
* **Status Name**
* **Tag Color**
* **Status Description**
**Example:**
* **Status Name:** Interested
* **Tag Color:** Yellow
* **Description:** The customer has responded and requires further consultation.
After completing all the required information, click **OK** to save the new customer care status.
### 3. Reordering Status Tags
After creating the status tags, businesses can easily **drag and drop** them to rearrange their order.
Reordering the tags allows you to visually represent the customer journey, for example:
**New Customer → Interested → Consulted → Closed Won → Follow-Up**
A well-organized status flow helps sales and customer service teams track customer progress more intuitively, maintain a consistent workflow, and ensure that every customer receives the appropriate follow-up at each stage of the sales process.
### 4. Managing Status Tags in CRM
After creating the **Status Tags**, return to the **CRM** customer management screen to view and manage the statuses assigned to your customers.
From this interface, you can:
* View each customer's current status.
* Quickly update a customer's status.
* Keep customer statuses aligned with the actual progress of the sales and follow-up process.
**Example status progression:**
* **New Customer** → **Interested**
* **Interested** → **Consulted**
* **Consulted** → **Closed Won**
By keeping customer statuses up to date, the system provides a clear and structured view of the customer journey, helping businesses manage sales activities more efficiently and maintain a professional customer care process.
### Benefits of Using Status Tags
Using **Status Tags** in **Biglead CRM** provides businesses with a more structured and efficient way to manage customer relationships throughout the sales process.
Key benefits include:
* **Visualize the customer journey** with a clear overview of each customer's current stage.
* **Easily track customer follow-up progress** throughout the sales lifecycle.
* **Reduce the risk of missed opportunities** by ensuring no customer is overlooked.
* **Standardize workflows** across sales and customer service teams.
* **Improve customer engagement and increase conversion rates** through timely and organized follow-up.