video1.0<iframe src="https://www.loom.com/embed/7d35ce68400b455184a24f0664d630d9" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/7d35ce68400b455184a24f0664d630d9-c4bb9e424c033544.gif163.912This Loom explains how to make status options more actionable and better organized in your sales pipeline. It recommends editing Status Options in Settings to go beyond basic stages like New Lead, Quoted, and Not Interested by adding options such as second attempt needed, third attempt needed, final attempt needed, aged lead, bad contact info, do not contact, and appointment set. It also suggests enabling lead count display with a tally-style sort order if that matters for tracking your pipeline. The Loom emphasizes using these status dispositions to automate workflows and improve client disposition reporting, such as tracking whether clients are active or turning sales 65.