ChapterBuilder - Council Dashboard - Editing or Remove Statuses
Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implement.
If you want to edit or remove an existing status, follow the steps outlined below.
Editing or Removing a Status Option
1. Navigate to your "Settings" tab using the button on the left-side navigation bar.
2. In your Settings, find the "Status" tab and click it. Note it is the last one and you have to scroll over to see it.
3. There you will see your existing statuses.
If you want to update the Abbreviation, Title, or Description simply click into those boxes and begin to type.
If you want to remove a status, click the trash icon on the far right side of the status you want to remove.
4. Save any changes you make if you want them to take effect. If not, your changes will not occur. Note, the "Save" button pops up at the bottom of the page.
Default Status - if you make a status the "default" it means that whenever you create a new lead they will be given that status by default; this includes when you import leads or someone submits a form.
Summary
Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implement.
If you want to edit or remove an existing status, go to Settings > Status and there you will be able to make changes including removing a status.
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