A person status is a color-coded label that shows where your relationship with someone stands — for example Hot, Cold or Follow Up. Each person has one status at a time, so your team can sort and filter by it at a glance.
Before you start: Account Admin permissions required to change the status list. Changes apply to everyone in your account.
Add a Status
- In the lower-left corner, click Settings.
- Click the People tab.
- Click Person Statuses.
- Click \+ New person status.
- Enter a name for the status.
- Choose a color.
- Save the status.
Edit or Delete a Status
On the Person Statuses page:
- To rename or recolor a status: Click the pencil icon next to it.
- To delete a status you no longer use: Click the trash icon next to it.
Deleting a status doesn't move the people who have it to another status — their status is left blank. To replace a status, create the new one, apply it to those people, and then delete the old one.
Status, Type, Source, or Tag?
Pipeline CRM gives you four ways to describe a person. Use each for one job:
Use
For
Example
Person Type
Whether they're a Contact or a Lead
Lead
Status
Where the relationship stands right now — one at a time
Follow Up
Source
How they found you
Trade show
Tags
Any number of extra labels
Newsletter, VIP
To set up sources, see Manage Lead Sources. To set up tags, see Tag Companies, People, and Deals.
Pick names and colors your whole team will read the same way, and keep the list short. A handful of clear statuses is easier to use than a long list nobody remembers.
Need help? Contact support at customercare@pipelinecrm.com.