What Are Statuses?
Statuses are a way to track your records and move them through your pipeline. Knowing these elements is central to cohesion amongst your staff. Statuses are an integral part of Shape as they drive automation processes.
What are Actions?
Actions are essentially sub-statuses that reps must take in order to change statuses. Not ever system utilizes the action/status structure. However, for larger enterprise level organizations, the action/status structure is common as it is a way to control reps at the user level. Actions can be filtered to a certain list depending on which status the record is currently in. Actions change statuses via Trigger Automation. Beyond status changes, actions (and statuses) can have productivity triggers associated with them as well, such as calendar events, notes, automated emails or text messages, etc.
How to Use & Manage Statuses in Shape
Shape is unique in that it allows a single record to have multiple statuses. For example, a record may have a “Sales” status and a different “Billing” status. A use case of this would be having a sales status of “Contract Signed” and a billing status of “Down Payment Received.” Statuses in Shape are key to a number of automated actions throughout the system.
Managing Status (& Action) Lists
Within the status list, you can make adjustments as necessary by adding, editing, deleting, and re-organizing your statuses.