Custom Contact Statuses are a way to improve your experience with Recruiter and Retention processes based on your specific needs to better reflect your goals.
What you can do with Custom Contact Statuses
You can create and manage Custom Contact Status titles by adding, renaming, and ordering them.
All Custom Contact Statuses can be viewed through all Brokerkit features, allowing you to track everything efficiently and effectively and gain more control over your pipeline. You can create as many custom contact statuses as you need; they are unlimited.
Getting Started with Custom Contact Statuses
To get started, navigate to the Account Settings page to customize/update/delete your contact status dropdown menu, which is seen throughout Brokerkit. You can still use default contact status titles when creating your own.
You can customize your contact status titles for Recruiting and Retention by clicking the “Add Status” button:
You can also edit/update the default Status titles to have a full customization experience. Custom statuses are easily identified from default status titles; they are marked with different icons and a green star.
To gain more control over Custom Statuses, you can arrange them according to your needs. Note that "Lead" default status will be always at the top:
Default status titles can’t be deleted but renamed, so you can have better control over the names:
Deleting a custom status is as simple as creating them, simply click on “Delete” icon and confirm you want to delete it:
Bulk Updating each Contact's Status
To perform a bulk update of contact statuses, please navigate to the Data page, where you can download the CSV file from the leads importer. Once you have the file, enter the email and name alongside the custom or default status you wish to update. After completing these entries, import the file, and the listed contacts' statuses will be updated accordingly.
Please be aware that only contacts categorized under recruiting within the lead importer can have their statuses updated. It is important to note that the status names are case-sensitive. For instance, if your custom status is labeled "LEADS" and you input it as "leads" in the CSV file, the status will not be updated. Therefore, ensure that the status names match exactly.