if.team

if.team

Leads

How to add a lead status

  1. Go to the “Admin Panel” through the profile logo 1️⃣.
  2. Activate the “Settings” tab 2️⃣.

3. Locate the “Lead Statuses” block among the list.
4. Click the “+” button.

5. In the new window, enter the status name, choose a color, and click the “Add” button.

6. For the final lead status, when the potential client has either signed a contract with you or completely declined cooperation (“Success” or “Failure”), mark the corresponding checkbox “Final status” when creating or editing the lead status.

A final set of lead statuses might look like this: