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Account Statuses: Overview & Example Use Cases

Mitchell Paul-Soumis Updated by Mitchell Paul-Soumis

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What is an Account Status

Account statuses allow you to group accounts together by status. They also control whether or not an account will be billed, whether or not their services are active, and can work together with Address Lists/RADIUS Groups to receive specific service levels.

The Account Status Pages displays all created Account Statuses and whether or not the Status activates an account, while also displaying the unique color and shape associated with the account status.

Default Account Statuses

By default, your instance will have 3 statuses preconfigured - Lead, Active, and Inactive.

The Lead status should be assigned to accounts that you or your marketing team have identified as potential customers, whether through targeted advertisements or direct contact. Using the Lead Status will not activate the account, preventing any billing from running automatically, and preventing your instance from being billed for the account's existence.

The Inactive account status is used to denote accounts that are no longer receiving service. This basic status can be used for all accounts which have left your service network. Further below we mention custom account statuses which can be used to provide additional details.

The Active account status is your catch-all activation. By default, all accounts with this status will be billed, and should be the accounts receiving service. For creating more specific account statuses that also activates services, refer to the following section of creating new Account Statuses.

Creating a New Account Status

Account Status creation is straightforward and involves setting the activation status, the Account Status name - used for identification of the status across Sonar - an icon, and a color, which can be selected with the color picker, or a Hex color code.

Account Statuses can also be edited to take advantage of the default account statuses, while changing their name, icon, or color.

Common Created Account Statuses

In many cases, most instances will share a few custom account statuses for use with customer accounts:

Pending Install:

This account status would be an inactive account, reserved for use on accounts that have an install scheduled but not yet completed. Using a status like this status makes for easier reporting on items like new projected monthly revenue and growth predictions.

Collections:

This account status would be an inactive account, reserved for use on accounts that have been delinquent for so long that any hope of collecting this debt yourself is gone, and you give the debt over to a collection agency.

Failed Install:

The failed install status would be used to indicate accounts that are undergoing setup on your network but the initial (or subsequent installations) failed for any reason.

For more information about Installation jobs, and the tasks that lead to a success or failure, have a look at job related articles within our knowledge base.
Termination Specific Statuses:

Under this subset of account statuses, you would contain termination statuses indicating whether or not there was winback or marketing potential. For example, a customer that leaves your network may be a winback opportunity, while a customer that's moved out of your coverage zone is unrecoverable.

Vacation Status:

The vacation status is used as a step to handle customers who leave on vacation for an extended period of time.

Vacation Statuses can be reviewed in more detail from the Accounts in Vacation Mode article.

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Account Types: Overview & Example Use Cases

Account Management View: Overview

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