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Lead Statuses

Lead statuses represent stages in your sales pipeline. Moving leads through statuses helps track progress and ensures proper follow-up.

Viewing Status Options​

Your available statuses are configured in the web dashboard. The mobile app displays all statuses configured for your organization.

Changing Lead Status​

To update a lead's status:

  1. Open the lead profile
  2. Tap the current status indicator
  3. Select the new status from the dropdown
  4. The change saves automatically

Status Colors​

Statuses may have color coding to help quickly identify pipeline stages:

  • Visual indicators appear on the lead list
  • Colors are configured in the web dashboard

Status History​

Each status change is logged in the lead's activity history, showing:

  • Previous status
  • New status
  • Who made the change
  • When the change occurred

Best Practices​

  • Update statuses promptly after interactions
  • Use consistent criteria for status changes across your team
  • Review leads in early stages regularly to prevent stagnation
note

Lead statuses are configured in the web dashboard under Settings → Lead Statuses. You cannot create or modify statuses from the mobile app.