Lead Status

This page describes the Lead Status setting in the CRM module.


The Lead Status setting allows you to construct a list of Lead Status records that you can use when entering Leads. This list will become a look-up table that you can access from the Status field on the 'Status' card of the Lead window.

To open the Lead Status setting, first ensure you are in the CRM module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Lead Status' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Lead Status' in the 'Settings' list. The 'Lead Status: Browse' window will open, listing the Lead Status records that you have previously entered.

To enter a new Lead Status record, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). The 'Lead Status: New' window appears: enter a Code and Name as appropriate and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.


Settings in the CRM module:

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