Custom Status Overview
Each ProDeal room has 4 standard statuses:
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 (email@example.com) as the feature is still in beta.
Workflow Use Cases
Custom statuses are a great way for you to also 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:
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.
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.
Communicate with everyone in the room which documents need signature. This is especially helpful before closing.
How to request a new status within your room:
Select an item
Click the Update Status button at the top of the checklist
Click Add New Status
The chatbox pops up and you can use the preloaded message or type in your own message to request to add a status.