An event status tells the team where the event stands. It can also start an enabled workflow, so change it when the real event state changes.
What is an Event Status?
An event status is a custom field that you may apply to your event (either manually or automatically) and allows you to categorize and color-code the event so that you can easily view the status from the Business Calendar, Sales Pipeline, and Reporting area. You can also kick off automations based on event status changes.
Change Event Status
Review the client decision, contract and payment status, and any team notes before changing a status.
Navigate to your event through the pipeline, calendar, or searching directly
Open Event Menu
Click Edit Event Details, side panel
Navigate to Event Setup
Review the current event status
Choose the Event Status that matches the event
Click Save
Click Done
Open the event Timeline, Messages, and To-Dos to see whether the new status scheduled a message or task. Check the Sales Stage on the Pipeline separately if your business uses both.
Create Event Status
You can create custom Event Statuses for organization and activity triggers in your account.
Click Settings
Click Business Setup
Click Event Status
Click Edit or Add to update your statuses
Enter the status name, description, and desired color for status and text
Click Save
Note: You can apply an event status by using Invoice Helpers, manually selecting the event status on Event Info tab, and within Portal Templates to trigger your automations.