Status Options
Customize status workflows for different record types.
Overview
Status Options let you define and customize the status values available for different record types. This allows you to tailor workflows to match your business processes.
Supported Categories
- Customers — Track customer lifecycle stages
- Leads — Manage lead pipeline stages
- Deals — Track deal progress
- Estimates — Monitor estimate status
- Jobs — Track job progress from scheduling to completion
- Projects — Manage project phases
- Invoices — Track invoice payment status
- Tasks — Monitor task completion
What You Can Do
- View statuses — See all status options per category
- Add statuses — Create custom status values with colors
- Reorder statuses — Arrange statuses in your preferred order
- Set defaults — Choose which status is applied to new records
How to Access
Navigate to Settings → Status Options from the main navigation menu.