Method Community

I would like to create my own Lead Status values other than Open, Qualified and Unqualified.

I have been unable to find where to make this change. 

Is it possible for me to do so? And will it be ok if I do (i.e. I don't want to break anything!).

Thanks,

January

Hi January,

You will not be able to customize the stock options in the LeadStatus field because Method automatically inserts values into this table when converting leads to customers. Why are you looking to add values to the Lead Status field? What is your end goal?

- Ashur

Thanks, Ashur.

I guess maybe we don't completely understand the meaning of the existing Lead Status options.

Can you please explain them?

We were thinking about Open and Closed just to be simple. Is there another way to define a Lead that we no longer need to pay attention to?

Normally the standard options would be used as described below:

Open - When entering a brand new potential lead.

Qualified - Lead meets a set of criteria based on your company's standards and/or is interested in becoming a customer.

Unqualified - Lead does not meet your criteria and/or is not interested in becoming a customer.

Yes you can use the Lead is Active? checkbox in the EditLead screen and if you're already using a customized LeadList screen then you can easily add this as a column or use it to filter, etc. Additionally, if you want to use the Open or Closed option you can in the Opportunities screen, unless you're currently using it for your own purposes.

- Ashur

Great, thank you! That helps clarify and we should be able to use those as is.