Managing Statuses

This document will cover Managing Statuses for influencers in your list.

CRM

By clicking CRM, you will be able to view and manage your Influencer Lists. Choose a list to view by clicking on its name and you will be directed to your list of influencers. If you do not have any lists available, check out our Creating a New List guide.

By clicking on the default Pending status as highlighted above, you will be prompted to choose a status for the influencer you selected.

Once you have selected the status of your choice, click Save Changes to apply the change to your list.

Influencer Statuses

Being able to modify influencer statuses allows you to quickly and easily update your list so that team members can view changes and collaborate on the same page. You can set any default status of your choice, however Pending is set as the default automatically.

List Statuses

When creating/editing a list, you can also control which statuses are available for your list. Simply click CRM and then hover over the list you wish to edit, followed by clicking the edit icon.

The Edit feature will populate the above modal which will allow you to modify the team that is in control of managing the list, adding your own status names and corresponding colors, status descriptions to define what the status means, and even choosing a Default status for newly added influencers (such as "Pending", or "New", for example).

Filtering by Status

When viewing a list, you can also filter the influencers being viewed by specific statuses. For example, if you only want to see "Pending" influencers, simply use the Status filter on the left-hand side of the page. This is an easy way to quickly view only specific influencers that match your selected status as shown below.


Did this page help you?