Statuses

Contact Statuses – Opportunity Columns Setup

In this article, we’ll walk through how to create and manage Contact Statuses, which control the columns shown in your Opportunities section.

The Key Steps

1. Navigate to Contact Statuses

Go to the area where you manage Contact Statuses (used for Opportunities).

These statuses determine the columns that appear in your Opportunities pipeline.

If you haven’t already, be sure to watch the Opportunities video to understand how these statuses function within the pipeline view.

2. Create a New Status

Click Add Status.

You will then:

• Select the Type (Leads, Trials, Memberships, Members, etc.)
• Enter the Status Name
• Click Save

Once created, the new status will appear at the bottom of your list.

3. Reorder Status Columns

You can:

• Drag and move statuses up or down
• Change the order of the columns

The order here directly controls how columns appear in the Opportunities section.

4. Understand the Default “New” Status

The New status:

• Is a system default
• Cannot be removed
• Will always serve as the starting point for new contacts

All new records will automatically begin in the New column for their respective type.

5. Build Your Customer Journey Workflow

This section is where you define your internal workflow for:

• Leads progressing to trials
• Trials converting to memberships
• Members moving through lifecycle stages

Think through how your team moves people from one phase to the next, and create statuses that reflect that process.

These statuses will then appear as columns in your Opportunities section, allowing you and your staff to visually move contacts through each stage.

If you have any questions about setting up Contact Statuses, please reach out to the Market Muscles Support Team.