In CRM-Map colours indicate the status of a Transaction which is linked to a location. So each status has a colour.
- As an Administrator select Setup, then Select Edit Statuses.
- This area allows Status to be added, edited and sometimes deleted. You cannot delete a Status if there are Transactions related to that Status.
- Try creating a new Status called Retired. If you know the HTML code of the desired colour, please enter this or select the little colour box on the right to display the colour pallet.
- Find the colour you want and Save.
If you prefer to watch a training video on this topic, please click on the video link below: