Search Knowledge Base Articles

Add Lead Statuses

You can easily customize leads statuses so they can fit into your workflow.

  • To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status.
  • To setup default lead status navigate to Setup->Settings->Leads and chose Default Status.

The default lead status is used to auto-populate the status field when creating a new lead, each time you add new lead this status will be auto-selected.

System Status

BLUE CRM installation comes with 1 lead status, this is the system status for converted leads, the status will have name Customer, this status is mostly used for reports, for recognition that specific lead is converted to a customer.

Do not rename this status to some other name like NEW to prevent confusion.

Did you find this article useful?


Related Articles

  • Leads email integration
    Leads email integration is powerful BLUE CRM feature who allow you to integrate leads from your email address. You can set up email forwarder&nbs...
  • Add Lead Sources
    You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending o...
  • Convert Lead to a Customer or Opportunity
    Convert Lead to a Customer or Opportunity Click on the lead and wait for the modal to be opened, on the top button click Convert to Client or Conve...
  • Assign lead to staff member
    Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have ...
  • Lead Activity Log
    To track lead activity open a lead and click on the Activity log tab. All important actions will be saved as activity log for this lead. When activi...