>

>

How to customize my contact statuses

Florence Vallet

Product Specialist

How to customize my contact statuses

Contact statuses track where each lead is in your conversation, from "Not contacted" to "Won". MagicPost ships with a default set and lets you fully customize the list.

Open the editor

  1. Open any lead's contact status from the leads table or from the prospect drawer.

  2. Click Customize statuses at the bottom of the picker.

  3. The customization dialog opens.

What you can do

  • Add a new status with a custom label, an icon, and a color.

  • Rename an existing status by clicking its label.

  • Reorder by drag-and-drop.

  • Pin a status to the quick filter chip bar.

  • Delete a status. Leads currently assigned to it fall back to the default.

Automatic stamping

When you change a lead's status from "Not contacted" to anything else, MagicPost automatically records the date as Contacted at. Every status change also updates the Last interaction date, both visible in the lead row and in the prospect drawer.

Tip

Keep your list short. A pipeline with a handful of statuses is much easier to action than one with fifteen. Add more later if you need them.

Last update on: