Go M-Pact Dashboard Clients Contacts Settings Audit Log
Settings
Manage how your CRM behaves — status pipeline, custom fields, defaults
Data Structure
Statuses Custom Fields Coaching Tracks
Display
Default Views Visible Columns
Access
Users & Roles
Statuses
A status is where a contact sits in your pipeline. Turn off "Show by default" for any status you don't want cluttering the main Contacts list (retired, said no, etc.) — they're still searchable and exportable, just hidden until you ask. New statuses can be added anytime; archive instead of delete so no historical data is lost.
+ Add Status
Status In use by Show by default Actions
14 contacts RenameArchive
Form Submitted 8 contacts RenameArchive
Exploratory Call Scheduled 3 contacts RenameArchive
Exploratory Call Completed 5 contacts RenameArchive
Applied for Coaching 4 contacts RenameArchive
Active Coaching Client 23 contacts RenameArchive
Coaching Paused 2 contacts RenameArchive
Retired 13 contacts RenameArchive
Said No 3 contacts RenameArchive
Not Responsive 2 contacts RenameArchive
Added Manually 1 contact RenameArchive
+ Add a new status
Heads-up: Contacts are never deleted, only archived. If you archive a status, contacts assigned to it stay in the database and can be reassigned. This prevents accidental duplicates when importing later.
Custom Fields
Fields beyond the standard ones (name, email, phone, MC, etc.) that you want to track per contact. When importing a CSV, custom fields you've set up here can be filled in the source file before import — saving you editing time after.
+ Add Custom Field
No custom fields yet
When you add custom fields here, they appear on the contact profile page and as optional columns on the Contacts list. They're also picked up by Import CSV as fields the source spreadsheet can fill in for cleaner imports.
Coaching Tracks
Agent Mastery, Team Leader, Leadership, Goal 50, etc. Used on active clients to track which program they're in.
Manage
Users & Roles
Mike and Shawn currently have full access. Anyone added here can be allowed to view, edit, or just leave notes.
Manage Users