Edit Your Company's Status List

Edit Your Company's Status List

Mobile App

  1. Along the bottom bar, select More tab indicated by three dots
  2. Select Company Settings
  3. Tap Opportunity Settings
  4. Select the Stage with the corresponding Status
  5. Tap the Status
  6. Edit details and tap Save



Browser App

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Click Opportunity Settings
  3. Click the Stage with the corresponding Status
  4. Select the Status
  5. Edit details and click Save


    • Related Articles

    • Customize Your Company's Status List

      Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Tap Add New Status Fill out form Label: Add a title to your Status Stage: Link the Status to a Stage Default: Select if this ...
    • Delete a Status

      *A Status can only be deleted in the Browser App Browser App Along the left-hand bar, select Company Settings, indicated by the "building" icon Click Opportunity Settings Select the Stage with the corresponding Status Click the Delete button on ...
    • Change an Asset's Opportunity Status

      Mobile App First step: Find an Asset you want to edit Tap Edit Details Select the new Current Opportunity Status *Learn how to add/edit the list here Tap the ✔️on the top right to save Browser App First step: Find an Asset you want to edit Click Edit ...
    • Manage Company Hierarchy

      The Company Hierarchy allows for managers to view and edit the assets, contacts, and opportunities of the teams they manage, without needing access to other team's or all the company's assets, contacts, and opportunities. This is ideal for Canvassing ...
    • Opportunity Pipeline

      An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app. Opportunity: A potential or realized sales ...