Custom Status Overview
Each ProDeal room has 4 standard statuses:
No Status
Open
In Progress
Closed
Custom statuses allow you to add statuses in addition to the standard statuses seen above.
If you or another colleague on the Host team needs to add a custom status, you can contact our customer support at support@prodeal360.com.
Workflow Use Cases
Custom statuses are a great way for you to flag items within your room. You can use concepts like "Not applicable" or "received" to tag your items and create quick lists of items that need action. Here are a few examples of helpful custom statuses:
Not applicable
Mark items off of your checklist, while letting everyone know that an item does not apply to your specific deal.
Top Priority Docs
Communicate to your guests which documents you want them to focus on immediately, without having to reorganize your checklist.
Under Review
Sometimes "In Progress" has many different variations. Under Review is a great way to get more specific about an item's status and clarify that the Host team is reviewing a document or item.
Needs signature
Communicate with everyone in the room which documents need a signature. This is especially helpful before closing.
How to request a new status within your room:
Click the Help icon found in the lower left of your screen. Then click Contact Support, you can also email us at support@prodeal360.com
Send us the Room name, Room ID, Name of status, and Color
Related Article
Learn more about updating the statuses of items. - Change the status of multiple items on your checklist in seconds!