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Lead statuses are a simple filtering method that you create to allow individuals to see selected groups of leads. Typical statuses are: * '''New''' – indicating a new lead.* '''Dead''' – indicating a lead that is not workable.* '''Converted to Company''' – indicating that the lead is now a company.* '''Deferred''' – indicating that you may wish to work on this lead in the future. Only managers can delete leads. This feature provides for campaign-level reporting, where you wish to know how many leads for each type were generated from any given campaign. You should indicate a lead is dead or some similar status when you no longer believe it is workable. Lead statuses are set using the '''Lead''' tab. 1. Click the '''My Leads''' tab. [[Image:Leads.png]] The new '''Lead''' tab is there for every [[User|user]]. 2. Click the '''Settings''' tab. [[Image:Leads2.png]] The '''Settings''' page is displayed. [[Image:Leads3.png]] Under '''Lead Settings''', click '''Statuses'''. The '''Lead Status''' page is displayed. [http[Image://smartsimpleLeads4.com/files/113/f102251/Defining_Lead_Statuses_viewlet_swfpng]] Each '''Status''' is entered in the right.html View It Here * The '''Display''' order determines which order you wish to see the statuses displayed.* The '''Color''' code is not required.* The name is set to the name of the status. 3. Create the following '''Lead Status''': [[Image:Leads5.png]] 4. Click the '''Save''' button. [[Image:Leads6.png]] The '''Lead''' status is added. [[Image:Leads7.png]] 5. Click the '''New Lead Status''' to clear the '''Edit Status'''fields. 6. Add the following additional statuses: [[Image:Leads8.png]] Whenever entering any status, it is a good idea to use increments of ten. Consequently, should you need to insert an additional status at a later date; you don’t have to re-number any of the existing statuses.
[[Category:System Management]][[Category:View It]][[Category:Sales Tracking]]
