Custom lead statuses can be used to segment your leads / opportunities. Once one or more lead statuses have been added you will be able to tag any lead with your custom status allowing you to filter your list to only those leads that match any custom status. A common use case would be to segment your leads by priority so that your sales team can focus on high priority leads first.

Navigate to Settings -> Sales -> Lead Statuses (or click here to go directly to the page).

Click the Use custom lead statuses? toggle to enable custom lead statuses.

Note: The toggle will be green when enabled.

First, click Add Lead Status.

Then, enter a name for the lead status and click Create, or click Create and Add another to create additional lead statuses.

Click and drag individual lead statuses to reorder them.

Click the menu icon next to the lead status you wish to make the default and select Make Default.

Note: The lead status that is set as the default will be automatically tagged on all new leads. If a default is not set, then new leads will not be automatically tagged with a lead status.

Click the menu icon next to the lead status you wish to edit and click Edit.

Click the menu icon next to the lead status you wish to edit and click Delete.

Once your custom lead statuses are set, you can view and filter by them on the My Leads page in your sales module.

Click the Any Lead Status filter and select a lead status to filter by.

Open a lead, locate the lead information panel, and locate Lead Status.

Click the Lead Status drop-down menu and select the desired lead status.

Open an opportunity, locate the quote information panel, and locate Lead Status.

Click the Lead Status drop-down menu and select the desired lead status.

Related

Lead Status Report