Overview
List Stacking has its own statuses for tracking prospects through your prospecting workflow — for example, records waiting to be skip traced.
These are separate from your lead pipeline statuses. List Stacking tracks prospects; your pipelines track leads.
REsimpli gives you pre-made statuses to start with, and you can add your own.
Steps
Step 1: Open List Stacking
Go to the List Stacking section.
Step 2: Click the gear icon
Click the gear icon beside Add Record.
You will see the statuses already set up — there are pre-made ones available by default.
Step 3: Click Add Status
Click Add Status.
Step 4: Name it
Type the name of the status — for example To Skip Trace.
Name it for the action it represents, so anyone looking at the list knows what happens next.
Step 5: Click Add Status
Click Add Status to save it.
Important Notes
Check the pre-made statuses before adding your own. Some of what you need is likely already there, and duplicating it with slightly different wording makes the list harder to use.
List Stacking statuses are not your lead statuses. A prospect moving through List Stacking is not the same as a lead moving through a pipeline, and the two status sets do not overlap.
Name statuses after the next action. "To Skip Trace" tells your team what to do; "Batch 3" does not.
Keep the list short. Statuses only work if the person updating them can pick the right one without thinking.
Statuses are what make bulk actions useful. Selecting everything in one status is how you act on a group of prospects at once.
Agree the meaning of each status with your team. A status everyone interprets differently is worse than none.
Troubleshooting
You cannot find the gear icon
It sits beside Add Record in the List Stacking section.
You already have similar statuses
Check the pre-made list first. Adding a near-duplicate splits your records across two statuses that mean the same thing.
Your team is not using the statuses
Usually a sign there are too many, or that the names describe categories rather than actions.
You want to change a status name
Open the same gear icon to manage your statuses.
Your lead pipeline statuses are not appearing here
They are separate systems. List Stacking statuses apply to prospects, not to leads in your pipelines.
Related
Bulk Actions in List Stacking — acting on all the records in a status
Smart Filters in List Stacking — narrowing the records you see
How to Skip Trace Records — the step many of these statuses will be tracking
Summary
You created a status in List Stacking. You opened the List Stacking section, clicked the gear icon beside Add Record to see the pre-made statuses, clicked Add Status, named it — for example To Skip Trace — and clicked Add Status to save it.