How To Video: Create Status Options & Status Groupings(Lead & Client Dispositions)
Quick Reference: Settings> Status Option Groups> Add/Edit. Settings> Status Options> Add/Edit.
This is one of the most important set up steps in Radius as your status options are a key way you'll create automated workflows. You can use our defaults, but knowing this aspect of Radius helps a lot of our agents in their productivity. **IMPORTANT: Make sure that whichever status you want to have automatically imported from lead vendors, your website, etc, is weighted as 0. Whatever the lowest # is will be the default. Example: Status Option of New Lead=0.