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How do I create a new Lead status?


The article What is Lead Status? will help you to understand the default Lead Statuses and their meanings, but you can also define your own Lead Statuses to customize for your own workflow!

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.


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