How do I create a new Lead status?


In Wodify there are 6 default 'Lead Statuses' that you may apply to a Lead's profile. These 6 default Lead Statuses are: 

  • New
  • Contacted
  • Trial
  • Converted
  • Disqualified
  • Deleted

To create new Lead Statuses:

  1. Go to Wodify Admin
  2. Click on 'People' > 'Settings' > Select 'Lead' across the top
  3. Scroll to bottom of page, under 'Lead Picklists' click on 'Lead Status'
  4. Click 'New Picklist Value'
  5. Label this new Lead Status value and click 'Save'

This new Lead Status will now be available on Leads.