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How to track lead status

This how-to guide walks you through the step-by-step process of tracking lead status by setting up custom fields in your company settings.

victoriaworkflowsvictoriaworkflows
·23 steps·68 views·Published

This how-to guide walks you through the step-by-step process of tracking lead status by setting up custom fields in your company settings. Learn to create predefined options for lead stages such as "New," "Contacted," "Qualified," and "Unqualified," ensuring effective lead management.

Step-by-step Guide23 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Company settings

    Click Company settings
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  3. Click Data fields

    Click Data fields
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  4. Click Custom field

    Click Custom field
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  5. Type "Status"

  6. Click Select type

    Click Select type
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  7. Click List of predefined options where only one can be selected

    Click List of predefined options where only one can be selected
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  8. Click on "Click here."

    Click on "Click here."
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  9. Type "New" in Option 1 Option 2 Option 3

  10. Click on "Click here."

    Click on "Click here."
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  11. Click on "Click here."

    Click on "Click here."
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  12. Type "Contacted" in Option 1 Option 2 Option 3

  13. Click on "Click here."

    Click on "Click here."
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  14. Click on "Click here."

    Click on "Click here."
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  15. Type "Qualified" in Option 1 Option 2 Option 3

  16. Click on "Click here."

    Click on "Click here."
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  17. Click on "Click here."

    Click on "Click here."
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  18. Type "Unqualified" in Option 1 Option 2 Option 3

  19. Click on "Click here."

    Click on "Click here."
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  20. Click on "Click here."

    Click on "Click here."
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  21. Type "Converted to deal" in Option 1 Option 2 Option 3

  22. Click on "Click here."

    Click on "Click here."
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  23. Click Save

    Click Save
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