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How to override funnel statuses

Written by Amir Maoz

What is Override Status?

Override Status allows you to manually adjust a prospect's funnel stage when the automatic classification doesn't match the actual interaction. The platform may interpret a reply differently from what really happened — for example, marking a prospect as "Interested" after a neutral message like "thanks for connecting."

Use Override Status when:

  • A meeting was booked but not detected automatically

  • A prospect is marked as "Interested" after a neutral or negative reply

  • The funnel stage doesn't reflect the real state of the conversation


How to Override Status

You can override a prospect's status from two places: the Prospects tab row menu, or the Messages tab conversation panel (top-right three-dot menu). Both work the same way:

  1. Open the Prospects tab (or a conversation in the Messages tab)

  2. Find the prospect you want to update

  3. Click the three dots (⋯) — on the right side of the prospect row, or in the top-right corner of the conversation panel

  4. Hover over "Override status" (it now has an arrow, same in both locations) and select it from the submenu

  5. Choose the correct funnel stage and confirm

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