We are here to help


Sales > Lead

Create or Edit a Lead Status

Modified on: Tue, 31 May , 2022 | 11:24 AM

  1. Click Admin on the main navigation and select Mast Data. 
  2. Click on Lead Status. This will open the list of current lead statuses.

  3. To add a new status, click Add New.
  4. Enter Lead Status Name and Sequence. A status type can be applied for a Positive (Won) or Negative (Lost) steps.

  5. Do not forget to Submit to save.
  6. 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.
  7. Click Submit t o save your edits.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 


If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.