Status
The Status Management feature in WhatsMark allows users to define and categorize different stages of a contact’s journey within the system. This helps in better tracking, organization, and communication with leads or customers.
- The Status feature is used in contacts to define their current state and is also utilized in WhatsApp Auto Lead to update the status of leads automatically
- Users can Edit an existing status to rename it or change its color.
- The Delete option allows users to remove a status if it is no longer needed.
- Click on Hide button to hide specific column from table.
Adding a New Status
- Click the New Status button.
- Enter the name of the status (e.g., New, In Progress, Closed).
- Assign a color to visually distinguish the status.
- Save the status to include it in the system.