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How do I create a new Lead status?


Note: This feature is only available with Grow & Promote subscription plans. Learn more about our pricing tier options.


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 better fit your workflow!

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

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

To create new Lead Statuses:

  1. Go to Wodify Admin
  2. Click on People > Settings > Select the Lead tab
  3. Scroll to the bottom of the page, under 'Lead Statuses' click on 'Here'
  4. Click '+ New Lead Status'
  5. Label this new Lead Status value and click 'Save'

This new Lead Status will now be available on the Lead Status picklist!


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