ChapterBuilder - Council Dashboard - Lead Statuses Overview

ChapterBuilder - Council Dashboard - Lead Statuses Overview

The Council Dashboard allows users to give Leads statuses. These status typically designate where someone is at the in the process or their current standing. 

The default statuses for the Council Dashboard are the following:

  • A - Active

  • NA - Not Active

  • IN - Ineligible 

  • J - Joined 

  • F - Not Compatible 

As a Council Admin, you can customize these statuses to fit your need or you can simply use the default ones we have set. 

Note, statuses can only be seen by the Council. They are not shared with linked groups/Chapters and the individual leads will never see them.

Here are some additional resources to assist you with Statuses. 

  • How to create custom statuses 

  • How to change an individual lead status

  • How to change statuses in bulk

Summary

The Council Dashboard allows users to give Leads statuses. These status typically designate where someone is at the process. This article covers frequently asked questions for the Council Dashboard.