Lead statuses and substatuses can be added, edited, and customized in the Statuses section of Lead Docket.
A Lead Docket instance includes 11 default statuses, but Admin users can further customize their statuses, including editing the status name, substatus sequence, and more. Customizing statuses supports a wider range of practice areas, intake styles, and unique workflows.
Navigate to the Statuses section by clicking Manage > Statuses. In the Statuses section, you will see a list of all existing statuses, along with their type, number of substatuses, and additional information.
The statuses are listed in alphabetical order by default. You can reorder the statuses by clicking and dragging the six dots to the left of the status name.
Add a New Status
To add a new status, click + New Status in the top right of the Statuses section. Choose the desired status type from the dropdown. The status type determines the rules of sequencing for substatuses. The status type cannot be changed once it has been selected.
- Standard: substatuses can be chosen in any order
- Sequenced: substatuses follow a specific order
- Scheduled: substatuses require a date, time, and location
Select the desired type, and you will be taken to the Create New Status page. Here, you can enter the status name and the intake script, and choose to select the following options:
- Wanted: Leads in a status with this option selected will appear in the Wanted Leads section of the intake dashboard.
- Included in Quick Search: Leads in a status with this option selected can be searched quickly in the main search bar at the top of the page. (All leads can be searched in the Advanced Search.)
- Show on Intake Dashboard: Statuses in this option selected appear in their own sections on the intake dashboard.
- Resolved: Leads in a status with this option selected are marked as resolved, meaning that they will show up on reports but will not be included in counts on the intake dashboard. (Leads that are in the Closed status, in contrast, will no longer show on reports.)
Under the Substatuses section, click + Add Substatus to add a new substatus. In the right hand flyout, enter the name, intake script, and reasons for the substatus.
The substatus includes the same options as the status. If the first three options (Wanted, Included in Quick Search, and Show on Intake Dashboard) are selected for the status, they are also automatically selected for all substatuses, and cannot be altered. If the options are not selected for the status, you can select them for the substatus specifically. The fourth option, Resolved, can be selected or unselected on a substatus level.
All substatuses are listed in this section. If you selected the Standard type, the order of the substatuses is extraneous.
If you selected the Sequenced type, the substatuses will follow the order selected here in this section. Click the six dots to drag a substatus to a different position in the order.
If you selected the Scheduled type, a date and time picker will be required on the Edit Lead screen.
Visibility of Roles
In the Visibility on Roles section, you can select, for each role, whether the status is required, optional, or not allowed. Users with the respective role on a lead will be able to view and use the status as selected.
This setting controls which roles are available, required, or not shown in the status selector within the lead. For example, say the “Assigned” status requires the “Attorney” role, makes the “Records Dept.” role optional, and lists all other roles as “Not Allowed.” When the “Assigned” status is selected for the lead, you will be required to fill out the “Attorney” role, you can choose to fill out the “Records Dept.” role, and you will not be given the option to fill out any other role.
Once all options have been entered and selected as desired, click Save at the bottom right. Learn more about assigning roles to leads.
Once statuses have been created, they appear on the list in the Statuses section main page. Click on a status name to open the Edit Status page. Here, you can edit any information as needed (status type cannot be edited).
The Edit Status page has one additional section: the Current Leads section displays the number of leads currently in that status. You also have the option to move all leads in the selected status to another status in bulk. To move leads, click Move Leads on the right in this section. Select the new desired status and click Move Leads.
To delete a status, click Delete Status at the bottom right of the Edit Status page. Deleting a status cannot be undone. Proceed with caution. This action will delete the status, all substatuses, and all lead status history.
You must move the leads out of a status before deleting it. If any leads are in the status, you will not be able to delete the status.
The Signed Up and Closed are default statuses and cannot be deleted. The Referred status cannot be deleted, but it can be “inactivated,” meaning that it is no longer viewable to use, although it can be reactivated if desired.
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