Change Job Status in ATZ CRM

Managing job statuses effectively is essential for keeping your workflow organized and ensuring clear communication within your team. 

In ATZ CRM, updating a job status helps track progress, prioritize tasks, and improve overall productivity. Whether you're marking a Job as Open, On Hold, Lost or Won, this guide will walk you through the simple steps to change a job status in ATZ CRM efficiently.

Follow the steps below to update the job status and ensure your team stays informed every step of the way: 

Method 1: 

Step 1: Go to the jobs section :

Step 2: Click on the job you want to change the status:

Step 3: Click on the Job Status label:

Step 4: Select your new job status :

Step 5: Add a reason for the update change:

Step 6 :  Click on confirm and Done!!

Method 2:

Step 1 :  Go to the jobs section 

Step 2: Select multiple jobs for which you want to change status :

Step 3: Now click on update option on the top :

Step 4: Select field "Status"

Step 5: Update your job status 

There you go!! 

Regularly updating job statuses ensures seamless collaboration and prevents misunderstandings. For further assistance, reach out to our support team.

Take Control of Your Workflow Today! Log in to ATZ CRM now and start managing your job statuses efficiently.