Manage Custom Status

Manage Custom Status

Custom statuses help you track the state of conversations and contacts through your sales or support pipeline.

How to Create Custom Statuses

  1. Go to Settings > Custom Status
  2. Click Add Status
  3. Enter the status name (e.g., “Qualified Lead”, “Follow Up”, “Closed Won”)
  4. Choose a colour
  5. Set the order in your pipeline
  6. Save

Statuses can be applied to contacts from the Inbox or assigned automatically via chatflow components.

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