Status Management

Assign statuses to contacts representing their progress or condition in your sales or engagement pipeline. Color-coded for quick identification.

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• What is Status Management? : Track contact lifecycle
  • • Purpose : Assign different statuses to contacts representing progress or condition
  • • Examples : New, In Progress, Contacted, Qualified, Closed
  • • Visual : Each status can be color-coded for quick identification

Status Table

• Status Table Columns : What you see
  • • ID : A unique identifier for each status
  • • Name : The label assigned to the status
  • • Color : A colored dot representing the status color
  • • Action : Buttons to Edit or Delete a status

You can also: Search by name/type, Hide or show columns for cleaner view.

Adding a New Status

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• Adding a New Status : Steps
  • • 1. Click : + New Status button at the top left
  • • 2. Enter Name : Descriptive name (e.g., Follow-Up Needed)
  • • 3. Choose Color : Pick a hex code or use the color picker
  • • 4. Click Submit : Save the new status

Your new status will immediately appear in the table and be available for assignment to contacts.

Benefits of Using Status Management

• Benefits of Using Status Management : Why it matters
  • • Improved Organization : Categorize contacts clearly, reduce confusion
  • • Enhanced Communication : Everyone knows the current state of each contact
  • • Visual Clarity : Color-coded statuses help assess pipeline health quickly
  • • Automation : Trigger automated WhatsApp messages on status changes
  • • Customization : Define statuses that fit your exact business process

Source Management

Track the origin of your contacts and leads. Knowing which platforms or channels your customers come from helps optimize marketing strategies and increase sales.

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• What is a Source? : Lead origin tracking
  • • Definition : Platform, campaign, or channel through which a lead was acquired
  • • Examples : Facebook, WhatsApp, Email Campaign, Google Ads, SaaS, Referral
  • • Purpose : Measure effectiveness of different marketing channels

Adding a New Source

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• Adding a New Source : Steps
  • • 1. Click : + New Source button at the top left
  • • 2. Enter Name : Descriptive name (e.g., Facebook, Referral)
  • • 3. Click Submit : Save the new source
  • • Naming Tip : Use consistent conventions (e.g., always "Facebook" not "FB")

Note: Deleting a source will remove it from the system. Ensure it's no longer assigned to any contacts before deleting.

Why Use Source Management?

• Why Use Source Management? : Business benefits
  • • Track Lead Origins : Know exactly where your contacts come from
  • • Marketing Optimization : Identify which platforms yield the best ROI
  • • Better Organization : Categorize and filter contacts easily by source
  • • Performance Analysis : Generate reports on lead sources to evaluate marketing

How Sources Are Used in Bswagic

• How Sources Are Used in Bswagic : Integration
  • • Contact Assignment : Assign source when adding or importing contacts
  • • Segmentation : Group and segment contacts for targeted communication
  • • Auto Tagging : Bswagic Auto Lead feature automatically tags leads with source
  • • Workflows : Use source data for automated workflows and personalized messaging