How do I add a new Lead status?
Follow these steps to add a new Lead status:
- Log in to the CRM.
- Click the User Profile in the top-right corner of the screen.
- Select Settings. The Settings page opens.
- Go to Configuration > Picklist Field Values.
- Enter or select the following information:
- Select Module: Select Leads.
- Select Picklist in Leads: Select Lead Status.
- Click + Add Value.
- Enter or select the following information:
- Item Value: Enter the new lead status.
- Who can assign this value to the record: Select the users or roles permitted to use this value.
- Click Save.