Lead Statuses

Started 1 year ago by Thulo Support Team in Thulo Cloud

This guide will help you to customize lead statuses.

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You can easilyย customize leads statuses so they can fit into your workflow.

  • To add new lead status you will have to go toย Setupย -> Leads -> Statusesย and clickย New Lead Status.
  • To setup default lead status navigate toย Setup->Settings->Leadsย and choseย Default Status.

The default lead status is used toย auto-populate the status field when creating a new lead, each time you add new lead this status will be auto-selected.


System Status

Thulo Cloud installation comes with 1 lead status, this is theย system status for converted leads, the status will have nameย Customer,ย this status is mostly used for reports, for recognition that specific lead isย converted to a customer.

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Do not renameย this status to some other name likeย NEWย to preventย confusion.
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