How does the contact «Status» work and can I change it manually?

The Status (Not worked · In progress · Client · Lost) is computed automatically from their proposals and opportunities: it becomes «In progress» when you send a proposal and «Client» when you win an opportunity or a proposal is accepted. If you worked the client OUTSIDE the system, you can set it manually on their record.

1. 1Open the contact record: at the top, next to the name, you'll see «Status:».
2. 2Pick the status you want (Not worked / In progress / Client / Lost); it saves instantly.
3. 3To go back to the automatic calculation, choose «Automatic» (it shows in brackets what it would compute).

Consejo: If the contact truly becomes a Client (wins an opportunity or accepts a proposal), it will show «Client» even if you had set it lower: the real client always wins. The status also shows in the contact list and in automation conditions.