Statuses can be managed in the Settings section. Go to Manage > Settings in the left-hand navigation menu. In the top right corner, click Other Options and select Statuses from the dropdown.
In Manage Statuses, you can add, edit, or delete substatuses of the original 11 lead statuses. Learn more about statuses and substatuses.
Adding a Substatus
To add a substatus to a lead status, click the Add Substatus button in the top right corner of the lead status you wish to add it to.
From here, create a Substatus Title and a Status Script. The Status Script is used to prompt your Intake personnel to say something specific when that status is chosen. It is optional.
An Associated Flag is used when you would like to tie a specific function to your created substatus.
Here is a list of the functions of all Associated Flags:
- ChaseFinalAttempt - Used to stop continuous attempts and prompts user to change status to Lost before saving.
- ChaseFirstAttempt - Used for the First or Initial attempt for a status.
- All Referred Statuses - Used to allow referral emails and referral dashboard to work appropriately.
To add a script to a lead status, click the Edit button in the top right corner of the lead status.
Note: You can NOT delete a substatus if you have a lead currently in that substatus.
To change all leads in that substatus to a different substatus, click the number under Associate Leads.
From here, you will be prompted to select a new substatus. Click the Save button at the bottom to transfer all leads to a different substatus.