Lead Statuses

You can easily customize leads statuses.

  • To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status.
  • To setup default lead status navigate to Setup->Settings->Leads and chose Default Status.

The default lead status is used to auto populate the status field when creating new lead, each time you add new lead this status will be auto selected.
There is one default lead status which can be deleted which come with installation.

The lead Client status is mostly used for reports, for recognition that specific lead is converter to customer.

NOTE: After converting lead to customer this lead will be auto moved to the status Client, dont rename this status to some other name like NEW to prevent confusing.

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