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Contact SupportProfile Status
Use the status feature to update the current setting of any given lead, such as “Email Sent” or “Interviewing”.
Introduction
Profile statuses are used to indicate the current stage a contact is in. By default, Juicebox includes the following statuses: Not Contacted, Email Sent, InMail Sent, Interested, Interviewing, Hired, Rejected, Not Interested. You can customize the status list to your preferences.
Viewing Profile Status
To see a profile’s status, first ensure that the profile has been shortlisted. Only shortlisted profiles can be given a status.
Next, navigate to the “Shortlisted Contacts” page on the left-side menu. You will see a list of all shortlisted profiles. Note that the shortlisted contacts page is project-specific (read more here).
Changing Profile Status
To change the profile status, select the drop-down menu and choose a preferred status. When taking certain actions, such as sending emails, statuses will be updated automatically.
Editing Profile Statuses
To edit a profile status, select the “Edit Status List” field shown when choosing an outreach status.
Next, you can add statuses and re-arrange the default order of statuses. The statuses field allows for full customization to your preferred workflow.
A few points to consider as you edit and customize your statuses:
- You will not be able to delete statuses that are currently in use across any of your projects.
- Customize the order of statuses by drag-and-dropping your statuses.
- Colors are randomly assigned to every new status you create.
- Use easily understandable labels, like “Not Contacted,” for each status.
- If you add a new status in one project, it will also be accessible in other projects.
- Only account admins are able to edit profile statuses.
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