Managing Status Reasons
Campaigns have different purposes, for example loan sales campaigns, savings products sales campaigns, customer activation campaigns, administrative campaigns, and so on. Thus, for generated internal campaigns activities, dedicated reasons must be set when closing campaign activities with an In progress or Cancelled reason. With this feature a user can define status reasons and status reason templates to cover the need for any type of internal campaigns. Users can set one or multiple status reasons that later can be added to a reason template.
There are two steps that need to be followed when managing status reasons: create the status reasons list and afterwards, set up the reasons template where the status reasons can be included. To create dedicated status reasons and also status template reasons, see the below pages: