Daily Use of Brivity CRM
      Back to home
      1. Brivity Help Center
      2. Brivity CRM
      3. Daily Use of Brivity CRM

      Change a Contact's Status

      It's quick and easy to change a contact's status in Brivity!

      Option 1: Find the lead or contact in the main index and select the appropriate status from the dropdown.

       

      mceclip0 (4)

       

      OR 

       

      Option 2: When working in a contact's record, select the new status from the status dropdown on the top of the contact screen.

       

      mceclip1 (1)