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Lead Tracking with Lead Status

How to track your leads using custom lead statuses

Nicole avatar
Written by Nicole
Updated over 2 weeks ago

View Lead Status on Individual Leads

Lead statuses make keeping track of where in the sales process you are with leads a piece of cake. You can see a lead's current status with you in the lead's header, or in any of your lead sidebar lists.

View Lead Status on Lead Sidebar Lists

In your leads sidebar lists you'll be able to see the status of each of your leads to know where you are in the process with every client.

Configuring Lead Statuses

You can set up your custom lead statuses in Settings › Lead Status and configure the rules for each status to tell the system where you want it to send the lead when something in particular happens.

You can set your own custom statuses to work perfectly for your lead tracking workflow. Not only can you have custom statuses, but the lists themselves are extremely powerful. You can set your leads to change status automatically after a given amount of time. A few highlights:

View Lead Status History

If you'd like to see the history of lead status changes on a lead, you'll select their current status in the lead's header and select View Status History.

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