Status tracking for People and Companies objects
You can now create status attributes and kanban views for the People
and Companies
objects, enabling you to track your pipelines on the object-level.
This means you can monitor the status of a record across all object and list views, ensuring your data is consistent across your workspace.
For example, you could create a "Customer Lifecycle" status attribute on the Companies
object to track each customer's journey, giving you visibility across all company views.
You can also leverage status attributes in reports for instant insight into your customer lifecycle. Simply build a Time in stage
report and select the relevant attribute to visualize the time spent at different stages.
For more information on how to configure status attributes, see our help center.
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