Create Lead Status

Version 2.1 by Isaac Mejia on 2025/12/15 16:54
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Create Lead Status

Information

KB: MSI Knowledgebase • Category: Reporting • Source: https://membersolutions-9221154.hs-sites.com/kb/create-lead-status_1487437998

  Create Lead Status

     Created by
     Amith, last modified by
     Cathy Beckstead on Feb 18, 2021

This help article will show you how to create a new custom Lead Status. Lead statuses are the stages that you take a lead through in your business.

Select the Setup tab

  • Select Marketing
  • Select Lead Status
  • Select Add Status

kb-1487437998-1487503747-1.png

  • Enter a Name
  • Enter a Description - for internal purposes only
  • Select Save and Exit if you're done or Add Another and repeat.

kb-1487437998-1487503753-1.png

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