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Accounts and Projects use four organizing fields your brand controls: Stage, Status, Priority, and Assigned Rep. All four are editable directly on the table row or inside the detail drawer, and every option list is per-brand so it fits how your team works.

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The Four Fields

Stage is account-only. Projects inherit an account context but track their own Status and Priority so a firm can be, say, “Engaged” overall while one specific project is “On Hold.”

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Assigning a Value Inline

On either table:
  1. Click the value cell in the row (Stage, Status, Priority, or Rep Assigned).
  2. Pick a value from the dropdown.
  3. The change saves and the row updates immediately.
If the field is empty, the cell shows a placeholder like Assign Stage or Assign Priority. Inline editing is available to any teammate with edit access on the brand. Rep assignment additionally requires the “assign owners” permission.

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Assigning from the Detail Drawer

Opening a row’s drawer surfaces the same four fields at the top of the drawer header. Editing them there works the same as editing inline on the row. Inside the Account detail drawer, you can also set Status, Priority, and Rep on any project in the Projects tab, without leaving the drawer. Each project card has its own Rep selector that overrides the account-level rep for that project.

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Bulk Assignments

Both tables support bulk actions when rows are selected:
  • Assign to Rep — open the Assign-Rep modal and pick one rep to apply to every selected row.
  • Archive — archive every selected row.
Select rows with the row checkboxes, then choose an action from the toolbar. Bulk actions are governed by your role.

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Filtering and Sorting by These Fields

Once you’re using Stage, Status, Priority, and Rep, filter and sort become the fast way to work a pipeline:
  • Filter by any of the four fields from the filter sidebar (Stage is Accounts-only; Status, Priority, and Rep appear on both).
  • Sort by Priority — the sort menu labels the two directions from your actual list order (for example, “High → Low” and “Low → High”) so the labels always match your brand’s priority list.
  • Combine filters with the Signal Type and Signal Range filters to find, say, “High-priority accounts with a Saved to Library signal in the last 30 days.”

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Managing the Option Lists

Stage, Status, and Priority option lists are managed per brand. Admins can add, rename, reorder, or remove options from the option-management screens. Changes propagate everywhere: the row dropdowns, the drawer, the filter sidebar, and the sort menu labels. When an option list changes, filters and sort labels update automatically for everyone on the brand.

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Tips

  • Start simple. A small, consistent set of Stages and Statuses is easier to work than a long one. Add options only when your team hits a real gap.
  • Set Priority on new signal activity. When the broadcast icon starts pulsing on a row, that’s a good moment to update Priority and assign a rep.
  • Use Rep bulk-assign after territory changes. Filter to a region or a rep, select all, and reassign.
  • Combine Status “Active” + Signal Range to see accounts your team is working that also had a recent architect action.