Lead Status

A Lead Status is a status assigned to a lead that has been qualified. It’s used to track the progress of a lead through the sales process. Lead Status is updated based on actions taken by either party (or both parties) throughout their relationship. It is used in Lead.

Create a Lead Status

1. On the left menu, choose Setting > Lookup > Lead Status. Click on New button on the top right of the page.

2. Enter the information, choose Save Changes to save the record.

Column	Description
Name	The name of the Lead Status.
Seq	Set the sequence of the Lead Status listing. When showing in the dropdown option the Lead Status record will be listing based on the sequence value in ascending.
This is default selected	Only 1 record can be set as default selected. When showing the Lead Status listing in dropdown option, the record which has been set as default selected will be auto selected as the default option value.

Edit a Lead Status

1. Choose the blue color edit button of the record you want to update from the Lead Status Listing.

2. The detail information of the Lead Status record will be shown. Make modification and choose button Save Changes.

Delete a Lead Status

1. Choose the red color delete button of the record you want to delete from the Lead Status Listing.

2. On the popup confirmation message box, choose Confirm to proceed delete the record.