Disabling the Contact Status Feature

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The Contact Status Setting tab contains only one option: to Enable or Disable the Contact Status portlet that appears on the Dashboard. The Contact Status portlet displays a pie-chart of the status of all contacts in your database, based upon multiple criteria including how many activities have been completed for that contact and information in their record. This helps give you an indication of your overall activity and might help identify areas in which to improve your follow-up. This feature is enabled by default.

To disable the Contact Status Feature:

1. Open your Top Producer Settings.
2. Click the Contacts tab.

   

3. Click the Contact Status Settingsub-tab.

   

4. Click Edit Contact Status Setting in the bottom left corner.

   

Tip: The Contact Status Setting page itself describes the different statuses that appear in the chart.

5. Remove the check next to Enable the Contact Status feature.
6. Click Save Contact Status Setting.

   

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