Status Management
Custom statuses for orders, tickets, client accounts, and remote members.
Overview
The default pipelines fit most agencies, but not all. Every status list can be rewritten in your own language, with your own colours and order.
Four Status Lists
Order statuses
Defaults: Pending, Submitted, Working, Complete, Canceled
Ticket statuses
Defaults: Open, Pending, Closed, Spam
Account statuses
Defaults: Contact, Lead, Client
Remote statuses
Engagement types for contractors
What You Can Do
Create, edit, delete
Build the list that matches your process
Set colour
Colour-code each status
Reorder
Drag statuses into pipeline order
Set default
Which status new records start in
Reset one
Restore a single status to its default
Reset all
Return the whole list to defaults
Where: Settings → Order / Ticket / Account / Remote Statuses.
Knock-on effect: every status becomes a tab with a live count on its module list page.
Knock-on effect: every status becomes a tab with a live count on its module list page.
Tips & Best Practices
Rename before you add. Most teams find their process fits the five default order statuses with better names, not more stages.