We are here to help
Sales > Lead
Create or Edit a Lead Status
Modified on: Tue, 31 May , 2022 | 11:24 AM
- Click Admin on the main navigation and select Mast Data.
- Click on Lead Status. This will open the list of current lead statuses.
- To add a new status, click Add New.
- Enter Lead Status Name and Sequence. A status type can be applied for a Positive (Won) or Negative (Lost) steps.
- Do not forget to Submit to save.
- To edit a status, click on the gear icon associated with the status you want to update and then edit the information as you want.
- Click Submit t o save your edits.
If you have any questions on the contents of this article, please
email email@example.com for additional
If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a