When the Lead moves through the sales cycle, it will change Lead Status Value to reflect the type of engagement it has had with your organisation.
Value Definition
Open – Not Contacted This is automatically assigned as the default value, meaning that all new leads will be assigned as ‘Open- Not Contacted’. This simply means the Lead is either new and/or has not been contacted by a sales representative yet.
Working – Contacted There has been sales activity with this lead, it may be either one-way or two-way communication. We recommend adding additional custom values such as ‘Working – Response’ to further identify where the Lead is in the sales cycle if the lead has responded.
Closed – Converted To some organisations, this may be represented as ‘Opportunity – Won’, meaning the Lead has been converted to a Contact with an Opportunity associated with that Account. However, this could mean that the lead has simply been converted to a Contact through talks of an Opportunity.
Closed – Not Converted This simply means that the Lead has ecuador code number not been converted to a contact role, this could be due to an Opportunity being lost.
Like most of Salesforce features, the Lead Status Values can be personalised, renamed or replaced to accurately represent your company’s sales cycle and produce more in-depth reporting as a result.
You may wish to add additional steps or ‘values’ such as ‘Working – Response’, ‘Unqualified’, ‘Nurturing’ etc.
To add new values: head to Object Manager > Lead > select Fields & Relationships > select Lead Status > scroll to Lead Status Picklist Values > New.
Once on the setup page, there is an option next to the value to ‘Edit’, this will allow you to rename and/or mark the value as ‘Converted’ or ‘Default’.
Screenshot showing how to rename and:or mark the value as ‘Converted’ or ‘Default’.
If ‘Converted’ is ticked, then the value chosen will allow the user to convert the Lead with this Lead Status Value – without this option converting the lead is not possible.
All active values will display as a dropdown on the Lead’s ‘Record Detail’ page, this can be manually changed if needed. However, it is also possible to automate the process.
Screenshot of the display as dropdown on the Lead’s ‘Record Detail’ page
When creating new values, you may choose to deactivate certain values you do not wish to use by clicking ‘Deactivate’ next to the value in question, this will move the value into the section below labelled ‘Inactive Values’ as opposed to deleting them entirely.
When you use Record Types you need to set up ‘Lead Processes’ too that support the lead process. This allows you to set up different lead statuses depending on the record type.
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