- Status: the contact’s pipeline stage. Manage stages in Settings → Statuses — Add statuses.
- Tags: colored labels. Create and edit them in Settings → Tags.
- Notes: free text about the contact, visible to your team.
- Assignee: the teammate responsible for the conversation.
- Valuation: what the contact is worth. Set the currency in Settings → Prospects.
Snippets
Save replies you send often in Settings → Snippets. In the message bar, type; and pick one.