Lead statuses
Lead statuses help your team organise new enquiries before conversion. Administrators control the available statuses and the status shortcuts shown above the Leads table.
New, Triaged, and Converted are protected because Neptune automations use them. Qualified, Unsuitable, Lost, and any statuses your team adds can be renamed or removed when no leads are assigned to them.
Configure lead statuses
- Open Admin > Workflow > Lead statuses.
- Change the name or colour of any unprotected status as needed.
- Use Show as quick filter to choose which statuses appear above the Leads table.
- Drag the statuses in the Quick-filter preview into the order you want them to appear.
- To create a status, select Add status, enter its name, and choose a colour.
- Select Save changes.
You cannot rename or remove a status while leads are assigned to it. Go to Leads, filter and select the affected leads, then use Assign status in the bulk action bar to move them to another status. Return to the settings after no leads use the old status.