Contact status is crucial in sales as it helps track and manage the progress of each prospect within the sales pipeline. By categorizing contacts based on their status—such as "New Lead," "Qualified," "In Negotiation," or "Client"—sales teams can prioritize their efforts, tailor their approach, and ensure timely follow-ups. It provides clear visibility into where each contact stands, enabling better forecasting, resource allocation, and overall sales strategy. Additionally, understanding contact status helps in identifying potential bottlenecks or areas where prospects may need more attention, ultimately leading to higher conversion rates.
To begin assigning contact statues to your contacts either by going to All Contacts or the contact's profile page.
IMPORTANT: If you already have contacts with an assigned status, it might get affected depending on the changes being made (e.g. If you are editing your Qualified Status to Talking, all your current contacts with the Qualified Status will be converted to Talking)
On the Contact Table Under "Assign Contact Status" select the drop down menu to assign your contact a status, or if you are under the contact profile select "Assign Contact Status".
If you do not see a status that works you can create your own by selecting "Manage Statuses". You can then either Create, edit, and select a color to represent your status
Or you can click "Add New" , to create a new status, then click "Save Contact Status"
Once all your contact statuses are setup you can also bulk assign them to speed up the assignment process.