Navigate to Setup from the left menu.
Click Leads to expand its submenu.
Select Statuses to access the Lead Statuses dashboard.
The Lead Statuses page contains a table with the following columns:
ID – Lists lead statuses (e.g., New, Contacted, Qualified, Lost) by their ID numbers.
Status Name – Lists the lead statuses by their names.
Options – Allows users to Edit or Delete a status.
Above the table, users can manage data with these options:
Show entries (10-25-50-100-All) – Adjusts how many statuses are displayed.
Export options – Download data as Excel, CSV, PDF, or print.
Refresh button – Reloads the table for updates.
Search bar – Filters statuses by name.
+ New Lead Status button – Opens a form to create a new Lead Status.
Lead Statuses help track where a lead is in the sales process. When managing leads in CRM > Leads, users can assign a status to indicate progress, ensuring better follow-ups and pipeline management.
