How to Create a Status

The Key Steps

1. Click Contacts on your left-hand navigation menu.
2. Click Statuses in the dropdown sub-menu.
3. Click the green Add Status button in the top-right. 
4. Select the Type (Lead, Contact, Trail, Member, Past Member), Status Name, and a Status Description
5. Click Add Status to add this new status.

Here is a video walking through these steps: