- Open the Company or Contact and click the edit icon (Edit):
- Click the Journey dropdown and choose a new status:
To change the status of several records at once, select them in the company or contact list and choose Update companies or Update contacts. Pick the status under Journey and click Save action.
What happens to linked companies and contacts
The status you choose is always saved on the record you change. Linked records are then updated, but only moved forward in this order:
Lead, Marketing Qualified Lead (MQL), Assigned, Sales Qualified Lead (SQL), Pipeline, Lost opportunity, Customer, Disqualified, Lost customer.
Pipeline and Customer also replace Lost opportunity, Disqualified and Lost customer.
- When you change a contact, its company gets the same status if the company's status is earlier in the order.
- If Sync status between contact and company is turned on (Settings → Account → Business rules → Journey), a change on a company is also passed on to its contacts, and a change on a contact is passed on to the other contacts at the same company. Contacts that already have a later status keep it. Read more in Journey: Sync status between companies and contact.
- Setting a contact to Disqualified changes only that contact.