Status is a contact property we've specifically introduced for the new CRM. Its primary purpose is to help you track your contacts throughout their nurturing journey; no matter your use-case.
Using 'Status' in Your CRM:
Assigning Statuses: You can assign statuses to your leads based on where they are in the lead nurturing journey.
Modifying Statuses: You can change a lead's status directly from their profile card or by moving the contact card into a different column within the Kanban view.
You can update the status of multiple contacts at once, both in the Table and Kanban views. This way, you can also instantly trigger messages or message sequences for everyone selected - just make sure that you have the right trigger set up.
How to Customize 'Status':
Renaming: You can change the name of any status to better fit your process.
Adding or Removing: Add new statuses or remove ones that are no longer needed.
Color-Coding: Change the color associated with each status for easier visual identification.
Find additional information on the following topics in our Help Center: