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What is a Lead status in Teamgate?
What is a Lead status in Teamgate?
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Lead Status allows you to track the current status of your Leads. By default, Teamgate offers you these statuses:

- New;

- Working;

- Unqualified.

You can add additional statuses, and edit the existing status names in your account Settings. Statuses "New" and "Unqualified" cannot be changed or deleted. To edit or add Lead Statuses:

  • Find your account Settings in the upper right-handed corner of Teamgate;

  • Click Leads;

  • Click the Statuses tab;

  • To add a new status, click + New;

  • To edit an existing source name, click on status and make your changes, then click Save

lead-statuses-settings-teamgate.png

As well as you can assign a color to the status. This will help easier separate lead status on the leads list. The color can not be changed for "New" and "Unqualified" lead statuses.

lead-status-color-settings-teamgate.gif
leads-list-status-color-teamgate.png

Now you can use your new statuses. Open leads list and simply click on the status and select another one from the drop-down menu. The status can be changed from the lead's card as well.

new-lead-statuses-teamgate.png
lead-status-change-card-teamgate.png

Also, you can easily filter your Leads by statuses.

  1. Click on Filter icon

  2. Click on Status

  3. Select statuses you need and click Apply

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