Question

Default lead status - NEW

  • 12 May 2022
  • 1 reply
  • 12 views

I can filter on leads by create-date.

I have leads that are set to status = NEW … and have been for many months.

It seems NEW is not very meaningful.  

Is there a strong reason I am missing to have a status = NEW, versus defaulting all new creates to UNQUALIFIED?

Is it possible to mask/hide a default status?

Thanks in advance for any insights! 


1 reply

Userlevel 6
Badge +5

Hi @MikeP_OutlookGardens, thanks for posting! “New” just means that your team hasn’t had a chance to categorize them yet. I can see why you might prefer to default to Unqualified or another status.

The good news is, you change change the default status!

Go to Settings > Customize > Leads > Lead Statuses. You’ll see a dropdown for “Select Default Status”

 

Hope that helps :)

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