Keeping track of your people can be a juggling act—but with Person Statuses in Pipeline CRM, you’ll never drop the ball. Assign a status to each person to quickly sort, prioritize, and monitor the progress of your relationships. Whether you’re nurturing a hot lead or archiving an old person, Person Statuses keep things simple and scannable.
What Are Person Statuses?
Person Statuses are labels you assign to people (like Hot, Cold, Archived, or Follow Up) to reflect their current relationship stage.
Key points:
- Only one status per person at a time—so you always know where things stand.
- For more detailed info, use person tags.
Managing Statuses
Admins can easily create, edit, or remove person statuses to keep their people list organized.
To add a new person status:
- Go to Settings (lower left corner).
- Select the People tab, then click Person Statuses.
- Click + New Person Status.
- Enter a name for the status and choose a custom color for easy recognition.
To edit or delete an existing status:
- Click the pencil icon to make changes.
- Click the trash icon to remove a status you no longer need.
A well-labeled and color-coded status list helps your team quickly identify where each person stands, making follow-ups and organization a breeze.
Tips for Success:
- Use clear, descriptive names for statuses so your team is always on the same page.
- Assign colors that make statuses pop—but not clash.
- Keep your list tidy by archiving outdated statuses.