Overview

The Lead Status code table in CRM defines the stages of a sales lead during its journey, from initial prospecting to closure. By configuring these statuses, businesses can track, measure, and optimize their sales pipeline.

Area

This table is part of the Sales & Marketing module within CRM and is always associated with a Client record to ensure proper segmentation and reporting.

Navigation

CRM Menu → Settings → Code Tables → Lead Status

Within this section, users can add, edit, or deactivate lead status values.

Benefit

  • Provides customizable tracking for lead progress aligned with your business process.

  • Improves sales forecasting by categorizing prospects by stage.

  • Simplifies pipeline management to identify bottlenecks.

  • Enhances reporting accuracy for conversion rates.



Field Reference

  • ID: Unique identifier for each lead status (system-generated).

  • Name: Lead status label (e.g., "Prospecting", "Won").

  • Description: Explains usage or purpose of the status.

  • Client Association: Ensures status applies to the right business entity.



Screen References

  • Lead Entry Screen: Lead status can be assigned or updated.

  • Pipeline View: Displays leads grouped by status.

  • Reports and Dashboards: Filters and KPIs use the code table values for analytics.



Pro Tip

Keep lead statuses concise and mutually exclusive. Too many stages create confusion and slow down adoption. For example, stick to clear phases: Prospecting → In Discussion → Waiting on Contract → Won/Lost.


FAQ

  • Can lead statuses be customized per client?
    Yes, each client can have tailored statuses aligned to their process.

  • What happens if a status is deactivated?
    Existing records retain the status for history, but it will no longer be selectable for new leads.

  • Can reporting show time spent in each status?
    Yes, most CRMs track status duration to analyze sales cycle efficiency.



Permission & Configuration

  • Only CRM Administrators or Sales Ops Managers should configure the lead status code table.

  • Users with basic access can update the status for their assigned leads but cannot modify the master code table.