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Default lead status - NEW

M

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! 

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Best answer by Michelle from Copper 12 May 2022, 21:28

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3 replies

Michelle from Copper
Rank
Userlevel 7
Badge +7

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 :)

- Michelle from Copper
Michelle from Copper
Rank
Userlevel 7
Badge +7

@MikeP_OutlookGardens just checking if you had any follow-up questions! In the meantime, I’m going to mark my original reply as Best Answer so that others can find it easily. Thanks Mike!

- Michelle from Copper
M

Thank you for that!  I have adjusted our default to UNQUALIFIED.  I am sure more questions will bubble up, but I will do my desk research first.

 

Best Regards -- Mike

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