Lead Statuses

Lead Status allows you to track the current status of your Leads. By default, Zendesk Sell assigns a few status options such as New, Working, Open, and Unqualified.

You can add additional statuses, and edit the existing status names in your settings. To edit Lead Statuses:

  • Navigate to your settings in the top right corner of Sell
  • Click Leads
  • Click the Lead Status tab
  • To add a new status, click + Add Lead Status
  • To edit an existing stays name, click Edit next to the status and make your changes, then click Save
 
Customize_Leads___Lead_Statuses_1.png
 
 

Leads Statuses on the Smart List

When you are working on the Smart List, you can see all Leads with all statuses. In order to see Leads with specific status only, you would need to apply the Status filter and select status name. For example, to see Leads on the New status, apply the Status filter and select New. Leads with other statuses will not be visible on the Smart List. 

 

Leads___Zendesk_Sell_2018-10-24_16-40-30.png