Can I update the Customer Status and Prospect Status of my Sell contacts?

Question

Can I set the Customer Status and Prospect Status through a CSV import into Sell? When I imported a CSV file of customers, all of their statuses defaulted to non-customer. Why didn't the status update?

Answer

The Customer Status and Prospect Status of your Sell contacts will update automatically based on the status of deals associated with the contact. While these fields cannot be updated by importing a CSV file, they can be updated through the API or manually updated in specific situations.

For example, the Customer Status will be set to Current Customer when a won deal is associated with the contact.

For more information on the logic of the Customer Status and Prospect Status, see the article: Understanding and using the prospect and customer statuses.