Defining Lead Statuses

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.

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The new Lead tab is there for every user.

2. Click the Settings tab.

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The Settings page is displayed.

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Under Lead Settings, click Statuses.

The Lead Status page is displayed.

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Each Status is entered in the right.

  • 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:

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4. Click the Save button.

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The Lead status is added.

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5. Click the New Lead Status to clear the Edit Status fields.

6. Add the following additional statuses:

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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.