Configure Lead Statuses
Product: Workbench
Configure Lead Statuses
Lead Statuses are a method of tracking the current position of a Lead in a Campaign.
A Lead can have a different Lead Status for different Campaigns.
A Leads Status for any campaign they belong to can be viewed on the Lead Profile.

Relevant eLearning:
Process:
Access Lead Statuses
To access Lead Statuses, select
→ .Select Administer Lead Statuses.
The Administer Lead Statuses window opens.
View Inactive or Active Statuses
To view Inactive Lead Fields, select Inactive.
To view Active Lead Fields, select Active
Add a New Lead Status
To add a new Lead Status, select Add New Status.
The Configure Status window opens. Insert a unique Status.
Enter a description of the Status. This description is only visible in Workbench.
To enter descriptions in different languages, select the plus icon and enter the descriptions.
Enter a Sort Order for the Lead Status. The sort order determines the order that the Lead Statuses appear in the pull-down menu in Lead Manager.
Select Save.
A confirmation message displays indicating that the Lead Status has been saved, select OK.
When adding or editing a Lead Profile, the Lead Status is available to select.
Edit a Lead Status
To edit an existing Lead Status, select the Edit Status Icon.
When editing a Lead Status, the status cannot be changed. Only the description, and Sort Order can be updated.
Make the required updates, and select Save.
A confirmation message displays indicating that the Lead Status has been saved, select OK.
Inactivate a Lead Status
It is best practice to inactivate instead of delete a Lead Status.
To inactivate a Lead Status, select the Lead Status, and select Inactivate.
A confirmation message displays indicating that the Lead Status has been successfully inactivated, select OK.
Delete a Lead Status
It is best practice to inactivate instead of delete a Lead Status.
To delete a Lead Status, select the Lead Status, and select Delete.
A confirmation message displays indicating that the Lead Status has been successfully deleted, select OK.