Summary

The Propertybase Go CRM comes with several default statuses that are common to the real estate industry. The default statuses include:

• New
• Incubating
• Client
• UAG
• Closed
• Inactive
• Dead

Your brokerage may want to customize these statuses or add additional statuses to align with internal workflows. This article reviews the process for doing so.

Step by Step

admin > inline menu > settings > leads > lead statuses

1. Click the profile icon on the top right and select "Settings" from the drop-down.
2. From the sidebar on the right, click "Leads".
3. Click "Lead Statuses" from the tab at the top of the page.
4. Here you can add a new status, or change the order of the current statuses by using the blue arrows to the right.
5. If you'd like Contacts with this status to be considered as "Active" in your database, check the "Active Status" box 
6. Be sure to save your settings when you are done!

How does this differ for agents?

Admin and Broker level users are able to make the adjustments for customer status types.