ChapterBuilder - Council Dashboard - How to change the default status
Statuses allow you to group leads by their standing or track where they are in your process. The default status is the status given to leads as they are created through importing or a form submission. If you want to change that default status, follow the steps below.
Updating the Default Status
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 way 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. You will also see an option to toggle on "default." If you toggle that on, it will now be the default status given to leads when they are created.
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.
Summary
Statuses allow you to group leads by their standing or track where they are in your process. The default status is the status given to leads as they are created through importing or a form submission. If you want to change that default status, go to your Settings > Status tab and there you will be able to toggle on the default option to the status you would like. Remember to save your changes.
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