How do I use contact status and pipeline fields?

Track relationship stage, action required status, and sales pipeline context in Genify.

Short answer

Use contact status to show what kind of attention a contact needs. Sales pipeline statuses appear when Pipeline Mode is active.

Steps

Open a contact.

Find the status or pipeline field.

Choose the status that best describes the relationship or next action.

Add a task or note if the status needs context.

Review status groups from contact lists or network stats where available.

A status summarizes the relationship state. A task tells you what to do next.

Use both when a contact needs action and you want the reason to remain clear later.

If sales pipeline statuses are missing, confirm Pipeline Mode is active on a Genify Plus plan.

If the status feels too broad, add a note explaining what it means.

If a contact no longer needs action, update the status so it does not stay urgent.

No. Sales pipeline status groups are tied to Pipeline Mode and eligible plans.

Create contact-specific tasks so follow-ups, check-ins, and next steps stay visible.

Use Pipeline Mode for structured follow-up, product-aware outreach, vault content, and pipeline-focused contact workflows.

Connect Genify to HubSpot and control which contacts and relationship context move into your CRM workflow.