Using Status labels in OnePageCRM helps you to manage each stage of your sales pipeline. By setting a Status for your contacts it focuses the entire organization on moving contacts through the sales funnel.
Hover with the cursor over
Statusin the left-hand side menu to display the cog wheel icon. Click on it.
2
In the
Edit status labels pop-up, click on the Status you want to edit and make the edits required to the name of the Status, description, and colour →
Save.
How to add a Status Label
1
Hover with the cursor over
Statusin the left-hand side menu to display the cog wheel icon. Click on it.
2
In the
Edit status labels pop-up, click
Add another status → add the name, description, and pick a colour →
Save.
Click on the
coloured box to change the colour of your chosen Status label.
Use the
grey arrows at the end of the description to move the Status labels up or down.
How to remove a Status Label
1
Hover with the cursor over
Statusin the left-hand side menu to display the cog wheel icon. Click on it.
2
In the
Edit status labels pop-up, hover over the Status you want to delete → click on the grey
X icon beside the description →
Save.
NOTES
Only an Account Owner or Administrator can add/edit/remove status labels.
Contacts associated with the removed status label are automatically assigned to the default status (the first status label on the list).
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