LeadScout includes a set of default statuses to get you started. You can edit these to match your terminology or add new ones alongside them.
Create a lead status
Only admins and owners can create, edit, and delete lead statuses.1
Open Lead Statuses settings
Go to Settings → Lead Statuses.
2
Click Add status
Click Add status.
3
Enter a name
Type a label for the status. Keep it short — your reps will see it in a dropdown on the prospect screen. Examples:
Not Home, Callback, Not Interested, Sold.4
Choose a color
Pick a color for this status. The color you choose becomes the pin color on the map for any prospect marked with this status. Using distinct colors for your key outcomes (like green for Sold, red for Not Interested) makes filtering your map much faster.
5
Save
Click Save. The new status appears immediately in the list and becomes available to reps in the app.
Edit a status
1
Find the status
Go to Settings → Lead Statuses and locate the status you want to update.
2
Open it
Click the edit icon next to the status name.
3
Update the name or color
Change the label, the color, or both. Existing prospects that already use this status will automatically reflect the updated label and color.
4
Save
Click Save to apply the changes.
Delete a status
1
Find the status
Go to Settings → Lead Statuses and locate the status you want to remove.
2
Delete it
Click the edit icon, then select Delete. Confirm when prompted.
