Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Person Statuses

Maria Herrell
Updated 1 year ago

Create statuses for the People you know to help sort and prioritize your relationships (e.g. Hot, Cold, Archived, Follow Up). You can only have one Status on a person at a time, so it's a great way to keep track of relationship progress. For more complex information, you may want to consider using person tags instead.

You can view the names of the statuses you currently have set up on with a color assigned to each. On the right are edit and delete icons. On the left of the status color is an icon with 6 vertical dots. Clicking and dragging this icon will allow you to rearrange the order of the status.

Near the top of the page clicking + Add Person Status allows you to create a new status.

When adding a new status or editing an existing status, the window below appears. Pick a name for the status in the text box at the top (1). Select a color for the status using either hexadecimal code or the color picker (2).

When you're finished, don't forget to save your work by clicking Create Person Status or Update Person Status.

Did this answer your question?
😞 😐 😃