Description: Filters are an excellent way to organize your CRM, and assigning statuses allows you to keep track of where each of your contacts is in the process.

Topics covered in this article: 

• Assigning a status to a client
• Sorting by status in the CRM
• Creating custom statuses

Assigning a Status to a Client

1. Log into your website
2. Navigate to FlexCRM - Clients
3. Click on a client you wish to edit
4. Select the Status dropdown and choose your preferred status
5. Click Back to return to your client list and select the statuses on the right to filter

Default Status types:

Sphere - Someone in your general sphere of influence

Prospect - Someone you are pursuing as a potential lead

Lead - Someone who has filled out a lead or may be actively interested

Client - Someone you are actively working with

Contract - Someone with whom  you are working on an actual contract with

Closed - Someone who you assisted in officially closing on a property

Archived - Someone who you no longer need to engage with

Personal - Someone who you know personally who may not be buying or selling a home

Professional - Someone who you work with or know professionally

Past Client - Someone who you have worked with in the past

Creating Your Own Statuses

Instead of using our provided status filters, you can create your own by following the instructions below

Note: Creating a new status will override all default statuses

1. Log into your website
2. Navigate to FlexCRM - Clients
3. Click on the Manage option next to the Status filters
4. View all currently utilizes statuses and click Create to make new ones from scratch
5. Type in the name of your new status type and click Create
6. You will now see your new status and all default statuses will be removed
7. Click the three dots to the right of the status to edit or delete it
8. Continue to create new statuses as necessary and assign them to your clients using the instructions at the top of this article