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Select a Quick-pick Account Status

Use the Status menu to select an account status from the "quick-pick" list of statuses. You must have the Change Status Permission. For information about maintaining the "quick-pick" list, see Maintain the Quick-pick Account Status List.

To select a quick-pick account status

  • In the Account toolbar, click Status and then click a status option (for example, HOT.) The system changes the account status to the selected status.

Quick Status list

Related Topics

Maintain the Quick-pick Account Status List

Standard Status Codes

Statuses

Change Status Permission

Status Codes