How to create a new lead status while creating a lead?

Updated on May 13, 2020 04:28AM by Admin

  • Log into your Apptivo account and go to the Leads App. In the Leads App, create a new lead by clicking the Create button in the left pane.
Create Button

  • In the Create Leads page, scroll down to the Lead Status attribute. Select the dropdown.
Create Lead

  • Select Add New in the dropdown to create a new lead status.
Add New

  • Create Lead Status popup will appear. Add the name, Status Category, and description of the lead status.
Create Lead Status

  • On selecting create, a new lead status is added to the Lead Status dropdown.
Status Added

  • This lead status is automatically recorded in the Settings page of the Lead Statuses.