Client statuses
Client statuses describe the current state of your organization’s relationship with a client company. A client might be a prospect being pursued, an active partner with open jobs, on hold while a contract is negotiated, or closed after a relationship ended. Recruiters and account managers set the status on each client record; managers use it to track the health and composition of the client portfolio.
How statuses are used
A client status appears on the client profile and in the client list. It is used to filter the client list — for example, to see only active clients or only prospects — and in the client analytics report, where it provides a snapshot of the overall pipeline.
Adding a status
- Go to Configuration → ATS settings → Client and open the Statuses tab.
- Click Add new value.
- Set the Active toggle.
- Choose a Color — six choices are available: grey, blue, green, cyan, orange, and red.
- If your account supports more than one language, select the Language and enter the Label for each language.
- Click Save.
Editing and reordering
Click the edit icon to rename a status or change its color. Drag the handle to reorder — the order here controls the order statuses appear in dropdown menus and filters throughout the ATS.
Activating and deactivating
Toggle Active in the edit panel to deactivate a status. Existing clients that hold the deactivated status keep it displayed until a user updates their record. The status is removed from selection menus for new assignments immediately.
There is no delete action for statuses — a status can only be deactivated or reordered.
Tips
- Include both relationship stages and engagement stages. “Prospect” (not yet a client) and “Active” (an open mandate in progress) are different states that should be clearly labeled — conflating them obscures how much of your pipeline is revenue-generating versus being pursued.
- Add a “VIP” or “Preferred” status if your team has a tier of clients that get priority service. Filtering for preferred clients makes it easy to ensure their roles get the fastest attention.
- Align with your CRM if you use one. If a CRM already tracks client status under specific categories, use the same labels in Nextal so there is no ambiguity when comparing ATS and CRM data.
- Keep closed clients in the system. A client marked “Closed” or “Inactive” still carries valuable historical data — past jobs, application volumes, time-to-fill benchmarks. Deactivate their status rather than deleting the client record.