To Do This:
- Within your Lead or Contract Pipeline, scroll down the to Statuses section and select ‘+ Add Status’.
- Enter the Name of the Status. Select a Color (this may be a color you associate with the status and will appear in your actual pipeline as background to the text).
- Select the number of days you’d like the status to flag if it hasn’t been completed. (This isn’t compulsory and can be left blank). Select ‘Add’.
- The Status will automatically be added at the bottom. To move this to it’s correct order, simply drag and drop it in place.
Thank you for watching our how-to video on How To Create a Status, for more information and access to our free trial please visit our website https://businesspilot.co.uk
