Statuses allow you to categorize your current stage of business with your contacts.
Here is a detailed guide to help you get started:
After logging into Boostpoint, go to the contacts page from the menu, and then select the contact you want to update.
Scroll down to “Contact Status” to begin. From here, you can choose which status you want to assign to your contact. Upon expanding the drop-down list, a list of generic statuses will appear for your use. Let’s say you just made a new lead. You would then select “New Lead” in the contact status list. You can pick and choose the status as you desire.
If you want to personalize your list, click “Customize status list” and then “Override Default Statuses.”
From here, you can change the default status by clicking on the star icon. Now, when you create a new contact, you should see it assigned with the selected default.
In the example shown above, whenever a new contact is created, it will automatically be assigned with “Customer.”
Additionally, you change the position of the statuses within the list by either clicking on the up/down arrows or dragging the boxes.
“Customer” moves down the list:
You can enter the name for the status in the above field, and then click save when you are finished.
If you want to completely delete all statuses, click on “Revert to Default Statuses.”
A new window will appear prompting you to change your custom statuses:
As shown, click on Select a Status to choose one of the default statuses as a replacement. Every contact with one of the custom statuses (i.e. test1, test2, test3) will be placed with the selected status.
Now you know how to select, customize, and delete statuses! Organizing contacts will be much easier now!