How to Configure Your Lead Status Values

Overview:
Customize the list of Lead Statuses to match your sales process, ensuring every rep speaks the same language.

Steps:

1. Navigate to Leads & Deals → Settings → Lead Status & Qualification.

2. Under Lead Status, click Edit List.

3. Add new statuses (e.g., “Attempting Contact,” “Nurture”) or remove unused ones.

4. Drag to reorder so the most common statuses appear first.

5. Click Save to apply your custom list.

Tips & Best Practices:

• Limit your list to 5–7 statuses to keep it manageable.

• Use clear, action‑oriented names (e.g., “Contacted,” “Qualified,” “Unqualified”).

Troubleshooting / FAQs:

• Q: A status I deleted still appears—what happened?
  A: You may need to refresh your browser cache or log out/in.

• Q: Can I rename a status?
  A: Yes—click the status label in the list, edit the text, then Save.