Lead stages & status

Track where each lead sits in your process.

A lead’s Lead Status represents its position in your qualification process. Statuses appear as columns on the Kanban board, so you can drag a lead from one status to the next.

Working with status

Set a status when creating a lead, or change it later from the lead’s detail screen.
On the Kanban view, drag a lead card between status columns to update it.
Add a new status by typing a Lead Status Name where statuses are selected.

Keep statuses meaningful and few — they’re the backbone of your Kanban and reporting.

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