Lead Statuses

The lead Status drop down allows you to track the status of your Leads.

These statuses can be customized in the list item management settings.

Sellution comes with the follow Statuses already installed:

  • Nurturing
  • Marketing Qualified Lead
  • Sales Qualified Lead
  • Unqualified Lead

You can add additional statuses, and edit the existing status names in your settings.

To edit Lead Statuses navigate to Settings from your profile drop down menu. 

Click View Settings button.

You will now be taken to the settings main page.

On the left menu click on List Management. 

You will be taken to the List Management page. 

You can search for Lead Status from the search menu or you can scroll down till you see Lead Status.

Click the View Button for Lead Status.

You will now be in the Lead Status List page. This is where you can add or remove list items.

To add a new Lead Status. Click the Add Button.

A pop up will emerge allowing you to add a new Lead Status.

Simply enter a name and description(optional).

Click Save.

You will see your new list item added to the list. This item will now appear in the lead status drop down menu.

Was this articles helpful to you? YES NO