Who sees this: any role with access to the Cérebro (the company’s brain) can view the list. Only Administrator and Company Manager can create, edit, reorder, or delete statuses. Requires the Scale plan.The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
Create a status
By default, no statuses are set up beyond the ones that came with the account. Where to find it: Cérebro > Operações > Status de Contato (Brain > Operations > Contact Status).1
Open the form
Click Adicionar status (Add status).
2
Choose the color
Select a color to identify the status.
3
Write the name
Fill in the name, for example “Cliente ativo”, with up to 40 characters.
4
Mark it as default, if applicable
Turn on Atribuir por padrão a contatos sem status (Assign by default to contacts with no status).
5
Save
Click Salvar (Save).
Only one status can be the default at a time. When you create a new one, the screen shows which status is currently the default next to the field.
Reorder the statuses
The order of the list is the order that appears in the contact record’s selector. Where to find it: Cérebro > Operações > Status de Contato, arrows next to each status.1
Choose the status
Find the status you want to move.
2
Move it
Click the up or down arrow.
The arrows are disabled at both ends of the list.
Edit or delete a status
Where to find it: Cérebro > Operações > Status de Contato, action buttons on each card.1
Edit
Click Editar (Edit), adjust the color or the name, and confirm.
2
Delete
Click Excluir (Delete) and confirm.
If the status is already in use by contacts, the screen shows the count of affected contacts before you confirm. Deleting anyway doesn’t erase or move the contacts: they simply end up with no status.
Frequently asked questions
Who can create or edit contact statuses?
Who can create or edit contact statuses?
Only Administrator or Company Manager. Other roles that access the screen can only read the list.
If I delete a status that's in use, what happens to the contacts?
If I delete a status that's in use, what happens to the contacts?
They aren’t erased or moved to another status. They simply end up with no status assigned.
Does the order of the statuses matter?
Does the order of the statuses matter?
Yes, it’s the order shown in the contact record’s selector.