Set up lead statuses and your sales funnel

Owners and admins can open Settings, then Lead Statuses. On your phone, it's under Profile, then Lead Statuses.

• •Click Add Status to create one. Give it a name, an icon (any emoji) and a color.
• •Drag a status to reorder it, or into another funnel stage.
• •When you remove a status, you choose a replacement for the prospects that have it.

• •Neutral: doesn't count toward any metric. No Answer, Not Interested and Do Not Contact start here.
• •Leads: counts as a lead, like Had Conversation.
• •Engaged: counts as engaged, like an appointment set.
• •Closed: counts as a closed deal, like Contract Signed.

Open the prospect and tap a status in the Lead Status grid. Anyone on the team can do this. Every change is kept in the prospect's status history.

Reps can also use Arrange to put the statuses they use most first. That only changes their own picker, not company reporting.