Skip to main content
All CollectionsSetting up Zigaflow
Rename, Remove and Add Statuses
Rename, Remove and Add Statuses

How to make Zigaflow reflect your workflows

Updated over 2 months ago

Each module in Zigaflow has a minimum of one workflow, which consists of multiple statuses, for example:

Zigaflow has plenty of 'spare' statuses in each module, which you can rename, set to a specific colour, allow the data to be editable, and move to any position in the workflow.

Note that creating a new Quotation, Job/Sales Order, etc., it will always start in the default status. You can use an automation to move it to a different one automatically.

The Leads module works in different way.

1. Click on the Cog

2. Click "Workflows & Statuses"

3. Click on the module to edit

4. Click "Edit"

5. Change the description of a status

6. Make it visible (or not visible depending on your requirements

7. Optionally, make data editable in this status

8. Click "Save Changes"

9. Drag-and-drop the status to the required place in the sequence

Did this answer your question?