TweetDM is built to adapt to the way you work. From managing deal stages to tagging leads and customizing currencies, here’s how you can personalize your pipeline and chat experience.
🔧 Where to go:
Start by heading to Settings. From there, you’ll find all the customization tools you need:
✅ Statuses
Customize the stages of your pipeline:
Scroll down to the Statuses section.
You can create, edit, or remove statuses.
Reorder them by dragging and dropping — this updates how they appear in your pipeline.
Use the search bar to quickly find a specific status.
🏷️ Tags
Organize prospects and conversations using tags:
Go to the Tags section in Settings.
You can edit existing tags (change name or color), delete them, or click New Tag to create one from scratch.
Tags help you group and filter conversations easily across your pipeline.
💰 Currency & Valuation
Customize your deal currency:
In the Prospects tab (Settings).
Choose your preferred currency for the pipeline.
The prospect valuation will be visible on the right hand side of the inbox and in the pipeline.
✍️ Snippets
Save time with reusable message templates:
Scroll to the Snippets section in Settings.
Click New Snippet, give it a name, write your content, and save.
Use snippets during chats by typing ; (semicolon) — a list of your snippets will appear instantly.
These tools are designed to make TweetDM work your way — whether you’re managing leads solo or collaborating with a team.
Need help setting it up? Message our support team anytime — we’re here to help!