Steps to Add Status History
Open the account you want to add history to
Navigate to the Status History section (usually found in the account details)
Click "Add Status History" or the "+" button
Fill in the required fields:
Status: Select the status the account was in (e.g., "Lead", "Set", "Closed")
Date: When the account entered this status
Source Status (optional): The original status from an external system
Save the entry
What Gets Tracked
Each status history entry records:
Which status the account was in
When it entered that status
Any external/source system status information
This creates a timeline showing how the account progressed through your sales pipeline.
Note: Status history is automatically recorded when you change an account's status. Manual entries are typically only needed when importing historical data or correcting past records.