Statuses in contacts

Created: 2018-06-26
Last updated: 2019-12-12

Post view count: 540

Statuses allow you to add information you need for your contacts. You can adjust statuses to your business type and your needs. You can add as many statuses as you need, edit them and add colors.

In this article you will learn:
  • how to add a new status
  • how to change the name of a status
  • how to add a color to the status


How to add a new status

To create statuses for contacts, select Settings > Account settings > Statuses. Click on the cog icon in the top right corner and select Contacts statuses.



Next, click on the + New Status and type its name.


Changing the name of a status

To change names of your statuses, select Settings > Account settings > Statuses, next click on the cog icon on the right side of a status you want to change and click on Edit.


 

Adding colors to statuses

Select Settings > Account settings > Statuses. Next, click on Edit, unfold More options and choose a color for your status.


 



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