How to customize my contact statuses
|Contact statuses in the MagicPost Leads module say where each lead stands in your conversation: not contacted, contacted, won, and so on. MagicPost creates a default list, and you can rename, recolor, reorder, add, pin and delete statuses. Contact statuses are part of the Leads module, included in the Growth, Creator, Agency, and Team plans and in the free trial. In an organization, the member needs a seat that includes Leads. In a Team organization, the list can be managed by the organization's admins instead of each member. The MagicPost Leads page presents the module as a whole.
The default statuses
MagicPost starts every Leads account with seven contact statuses: Not contacted, Contacted, In discussion, To follow up, Won, Lost and Not relevant.
The default contact status in MagicPost is the Not contacted preset, even renamed and whatever its position in the list. A lead whose status was never set shows that status in the table. Reordering the list does not change the default. If you delete the Not contacted preset, a lead whose status was never set shows No status in the table.
Open the status editor
MagicPost opens the Customize statuses dialog from three places in the Leads tab.
Click the status of any lead, then Customize statuses at the bottom of the list.
Click Customize, then Edit views, then Manage pinned statuses.
In the kanban view, click Customize, then Edit columns, then Customize statuses.
Edit the list
In the Customize statuses dialog of MagicPost, each status is one row.
Rename: type a new label. A label is required, and two statuses cannot share the same label.
Change the icon and the color: click the icon or the color of the row.
Reorder: drag the row. The order sets the order of the kanban columns.
Pin as quick filter: the status becomes a chip above your leads. No status is pinned by default.
Add a status: adds a new row at the end of the list.
Click Save to apply your changes. MagicPost limits the length of a label and the number of statuses in the list, and at least one status must remain.
Delete a status
In the Customize statuses dialog, click the delete icon of the status.
In Delete this status?, choose a status under Reassign existing leads to:, or choose Leave without a status.
Click Delete.
MagicPost deletes the status as soon as you confirm, without waiting for Save. Deleting a status never deletes a lead: the leads move to the status you chose, or keep no status.
The dates MagicPost records
MagicPost records two dates when you change the contact status of a lead.
Status changed is updated at every status change. It is a column of the leads table.
Contacted on is set the first time a lead reaches Contacted, In discussion, Won or Lost, and is not changed afterwards. It shows in the Pipeline section of the lead card.
MagicPost recognizes those four default statuses even after you rename them. A status you add yourself never sets Contacted on, and neither do To follow up and Not relevant. The dates are recorded the same way from the status list, from a kanban drag, from a bulk status change and from a message template linked to a status.
Statuses in the kanban
In the MagicPost kanban view, each contact status is a column, in the order of your list, after a first No status column. Dragging a card to another column changes the status of the lead. A lead whose status was never set sits in the No status column, even though the table shows it with the default Not contacted status.
Statuses managed by an organization
In a MagicPost Team organization, the contact statuses can be shared by the whole team. This starts the first time an admin opens the All members view or the view of a group on the Leads page of the organization: MagicPost then builds one list from the statuses of the admin and of the members.
From that point, a MagicPost member sees the notice Managed by your organization in the Customize statuses dialog and can no longer edit the list.
A MagicPost admin edits the shared list from the All members view or the view of a group, on the Leads page of the organization. The list is the same for the whole organization, whichever group is open. An admin can rename, reorder and add statuses there, but cannot delete one. See how to use Leads as a team.
Once created, the shared list of contact statuses stays in force in the MagicPost organization, even if Show the Leads view is switched off later in the organization settings. Admins edit the shared list from the Leads page of the organization only, so Show the Leads view must stay on.
A MagicPost Agency organization has no shared list of contact statuses: each client account keeps its own list.
FAQ
What happens to my leads if I delete a contact status?
The leads are kept. MagicPost asks where to move the leads that carry the deleted status: to another status, or to no status at all.
Why is Contacted on empty although I changed the status of the lead?
Because Contacted on is only set by four default statuses: Contacted, In discussion, Won and Lost, even renamed. A status you created yourself, To follow up and Not relevant do not set that date. Move the lead through one of the four statuses to record it.
Why can I not edit my statuses?
Your list is managed by your organization. When the Customize statuses dialog shows Managed by your organization, only the admins of your MagicPost organization can change the list. Admins see that notice on their own Leads page too: they change the list from the All members view or a group view of the organization Leads page.
Do the default status names follow my language?
Yes, until you edit the list. MagicPost shows the default names in English, French, Spanish, Italian, Portuguese or Dutch, depending on your interface language. With another interface language, MagicPost shows the French names, and you can rename them in the editor. After your first saved change, the names stay as you saved them, even if you change the interface language later.
Need help?
Reach out via the in-app chat, or book a 30-minute onboarding call: https://cal.com/magicpost/book-a-call