How to Create Custom Statuses

How to Create Custom Statuses

Custom statuses help you track where each lead is in your workflow. Here’s how to create and apply them:

1. Go to the People section.
2. Select a lead.
3. Click on the Status field.
4. Type in a new status, then click the ➕ plus sign.
5. Click enter to save it

To Apply or Create Statuses in Bulk

1. Select multiple leads from the list and the bulk action bar will appear.
2. Click on “Add Status”.
3. To create a new status, type it in and click the ➕ plus sign.

Updated on: 16/10/2025