How do place statuses, categories and tags work?

Statuses and categories sort your places and contacts, for example lead or client. They can also choose which report template a visit uses.

Set them up (admins, web)

1. Open Settings, then Statuses & categories.
2. Switch between Statuses and Categories.
3. Add a new one, change its name, color and icon, or drag the handle to reorder.
4. Choose Make default for the one new places start with.
5. Turn on Counts as converted for a status that counts as won in the board summary.

Statuses are shared by your whole team, and each one is a column on the board. New teams start with these statuses: Closed, Client, Lead, Contact and On Hold.

Tags

1. Open Settings, then Tags.
2. Select New tag. Tags are shared by accounts and contacts.
3. Use Rename, Merge or Delete on an existing tag.

Use them in reports

In Settings, Reports, open a template and use Automatically choose this template. Pick the Statuses and Categories that should use it.

Good to know

• Only team admins see these settings. Members see Only team admins can edit statuses and categories.
• Tag names can be up to 60 characters.
• To delete a status or category that places still use, choose where to move those places first. The default cannot be removed.