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How to Create, Modify and Assign a Lead Status
How to Create, Modify and Assign a Lead Status
Maria avatar
Written by Maria
Updated over 2 months ago


How to Create, Modify and Assign a Lead Status

2. Contacts > Leads > Statuses ( to add , delete, manage statuses )

3. Click "Add New Status"

4. Add the name for a new status, fill the necessary fields for it

5. Status name

6. Select background color

7. Select text color

8. Click "Save"

9. Click dots in case you'd like to delete a status

Now, let's assign a status to a lead!

10. Contacts > Leads

11. Select a lead record by clicking on the name and you'll see any currently assigned status.

12. Click the drop down to make any changes.

13. Select the appropriate status and click 'Save'


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