CRM Settings

Customize statuses, columns, and display options for each section

Contact Statuses

Add, rename, reorder, or recolor statuses. These appear as pipeline columns in kanban view.

New
Contacted
Attempted
Lost

💡 Click the colored dot to change a status color.

💡 Order here determines column order in kanban and pill order in list view.

💡 Changes take effect immediately after saving.