Company statuses in Sidely represent the different stages of your sales funnel and allow precise segmentation of your points of sale. For example: Lead > Prospect > Customer. These statuses are essential to structure your data and optimize your analyses.
Statuses are a required field in Sidely, and they must be set up before importing your companies.
Steps to set up company statuses
1. Access the status settings
Click the ⚙️ icon at the top right of the screen to open the settings menu.
Go to Field settings, then select Company fields.
2. Manage existing statuses
On the Company fields page, company statuses are listed at the top of the page. By default, 5 statuses are already set up.
Available options:
Edit a status: Click the status name (e.g., Customer) to rename it.
Delete a status: Click the 🗑️ icon to the right of the status to delete it.
Change the color: Click the color dot (e.g., 🔵) to select a new color.
3. Add a new status
Click the blue ➕ button at the bottom of the status list.
Enter the name of the new status.
Select a color for the status.
Place the new status in the logical order of your sales funnel (e.g., Prospect before Customer) by holding down the dots to the left of the field and dragging.
4. Save your changes
Once you have finished your changes, click Save at the top right to save your settings.
Tips for setting up your statuses
Follow the order of your sales pipeline: Make sure the statuses follow the natural progression of your sales cycle (e.g., Lead > Prospect > Customer).
Use distinct colors: Colors let you quickly tell statuses apart in lists and reports.
Plan your statuses ahead: A well-thought-out setup avoids frequent adjustments and optimizes your imports.
FAQ
1. Can I change the statuses after importing companies?
Yes, you can change the names and colors, or delete existing statuses. However, changes may affect the associated data.
2. Do statuses need to be set up before importing companies?
Yes, statuses are required. Each company must be associated with a status during the import.
3. Can I have an unlimited number of statuses?
There is no specific limit on the number of statuses. However, we recommend keeping a concise list for efficient management.
4. What happens if I delete a status?
If you delete a status, the companies associated with that status will need to be reassigned to another status to avoid any inconsistency.
5. Are statuses visible in the mobile app?
Yes, statuses are visible in the mobile app and make management and segmentation easier in real time.