Create your prospect statuses

Table of contents

You can easily customize lead statuses so they can fit your workflow.

  • To add a new lead status, you will need to access Settings->Leads->Statuses and click on Add lead status .
  • To configure the default lead status, go to Settings-> Configuration->Leads and choose Default status.

The default lead status is used to automatically fill the status field when creating a new lead . Every time you add a new lead, this status will be automatically selected.


System status #

Your Daboo account comes with 1 prospect status, this is system status for converted leads , the status will have the name Client , this status is primarily used for reporting, to recognize that a specific lead is converted into a customer.

Don't rename this status in another name such as NEW to avoid any confusion .