How to add a new option to the Lead Status dropdown

Thu, 04/09/2009 - 14:43
Darin Dixon
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Joined: 04/03/2008
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User offline. Last seen 9 weeks 1 day ago.

To add new options to your Lead Status drop down field:

1. Click on the Admin tab

2. Click on Manage Dropdowns under Site Settings

3. Click on Lead Status

4. Click the + button in the middle to add a new option (a new window will pop up)

5. Enter the name of the new lead status and click Save (new window will close)

6. If new status is in Disabled column, highlight the new status and click the left arrow button to ensure that it is Active.

7. Click Save

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Thu, 06/18/2009 - 18:14
#1
Jay
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Joined: 09/03/2008
Points: 0
User offline. Last seen 12 weeks 2 days ago.
Editing an option

Editing an option in the lead status drop down field is just as easy. I highlighted the differences in bold below.

1. Click on the Admin tab

2. Click on Manage Dropdowns under Site Settings

3. Click on Lead Status

4. Highlight the lead status you wish to edit.

5. Click the Edit button (It has a pencil on it) in the middle to edit the option (a new window will pop up)

6. Edit the name of the new lead status and any other options you wish to change and click Save (new window will close)

7. If the status is in Disabled column, highlight the new status and click the left arrow button to ensure that it is Active.

8. Click Save

Editing a lead status option will change that option for all leads. The change will be made on any lead that is already in that status. Many times you will want to add a new lead status and disable the old (by moving it to the disabled column) to avoid creating confusion between new and old leads.

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