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Sales - Operator

How to Create Custom Statuses

Custom lead statuses let you define your own stages for tracking leads through your sales process. Each brand has its own set of custom statuses alongside the system defaults.

Default vs. Custom Statuses

Every brand starts with a set of default statuses that cannot be edited or deleted. Custom statuses you create are brand-specific and only appear for your brand.

Sales Pipeline navigation showing the leads table with status column

You can tell the difference because custom statuses display an ⋯ (three dots) menu with Edit and Delete options, while default statuses do not.

Change Status dropdown showing custom statuses with three dots menu and default statuses without

Changing a Lead's Status

You can change a lead's status from two places:

From the leads table:

  1. Navigate to Sales → Pipeline.
  2. Find the lead in the table and click the Status column for that row.
  3. The Change Status dropdown opens, showing all available statuses with a search bar at the top.
  4. Select a status to apply it immediately.
Clicking the Status column in the leads table to open the Change Status dropdown

From the lead detail panel:

  1. Click on a lead to open their detail panel.
  2. Click the Status badge below the lead's name.
  3. Select a new status from the dropdown.
Clicking the Status badge in the lead detail panel to open the Change Status dropdown

Creating a New Status

  1. Open the Change Status dropdown on any lead (see above).
  2. Scroll to the bottom and click + Create New Status.
Bottom of the Change Status dropdown showing the Create New Status option
  1. Enter a name for the status.
  2. Click the icon on the left to open the icon picker. Browse icons by category or use the search bar, then pick a color using the color picker below the icon grid.
  3. Click Create New Status to save.
Create New Status form with name field, icon picker, and color picker, shown in the Sales Pipeline page

The new status is immediately available for all leads within your brand.

Editing a Custom Status

  1. Open the Change Status dropdown on any lead.
  2. Hover over the custom status you want to edit and click the ⋯ (three dots) menu.
  3. Select Edit.
  4. Update the name, icon, or color.
  5. Save your changes.
Three dots menu on a custom status showing the Edit option

Changes apply to all leads that currently use that status.

Deleting a Custom Status

  1. Open the Change Status dropdown on any lead.
  2. Hover over the custom status you want to remove and click the ⋯ (three dots) menu.
  3. Select Delete.
Three dots menu on a custom status showing the Delete option

Deleting a status removes it from the picker. Leads that were using the deleted status show as having no status until you assign a new one.

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