Statuses help you track where a client or candidate is within your workflow. For example, you might have statuses like New Lead, In Progress, or Hired.
Adding custom statuses allows you to tailor the platform to match your agency’s process, making it easier for your team to stay organized and manage records efficiently.
Tip: If you’re new to setting up workflows, check out our Process Flow article to learn more about how statuses fit into your overall system.
The steps below show you how to add a new status. This process works the same way for both clients and candidates.
Open any client or candidate profile.
It doesn’t have to be a specific one, this is just to access the status settings.
Navigate to the Admin tab.
You should see a gear icon next to the status field.
Click the gear icon to open the full list of statuses for that record type.
Click the plus (+) icon to create a new status.
Type a clear, descriptive name for the status (e.g., Onboarding or Awaiting Documents), then hit Enter or click outside the box to save it.
To keep your workflow organized, you can drag and drop statuses to arrange them in the order that makes the most sense for your team.
Close the settings window and refresh the page.
You’ll now see the newly added status in the status dropdown on profiles.
They reflect your unique process, making it easier for your team to understand what stage a client or candidate is in.
A well-organized list of statuses helps with reporting and filtering, so you can quickly find records based on progress.
Keeping statuses updated ensures clear communication across your team.
If you prefer, you can watch this quick video tutorial to see the entire process in action before following the step-by-step guide below.
Tip: If you’re new to setting up workflows, check out our Process Flow article to learn more about how statuses fit into your overall system.
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