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.
On the left-hand side of your Action Stream, open the
Status filter→
Manage.
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 color →
Save.
How to add a Status Label
1
On the left-hand side of your Action Stream, open the
Status filter→
Manage.
2
In the
Edit status labels pop-up, click
Add another status → add the name, description, and pick a color →
Save.
Click on the
colored box to change the color 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
On the left-hand side of your Action Stream, open the
Status filter→
Manage.
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 (first status label on the list).
