How do you change the values in the status field of lead object can we add our own values?

How do you change the values in the status field of lead object can we add our own values?

From Setup, open Object Manager, then Lead, and select Fields & Relationships. Select Lead Status….Add Values to the Lead Status Picklist

1. Click New.
2. For the label and API name, enter Working – Contacted .
3. Save your changes.
4. Add the Nurturing – Contacted picklist value by repeating these steps.

What is a lead status?

Lead Status Defined Lead status is used by the salesperson who is in the process of working with the prospect. These statuses are intended to help the sales team stay organized. Typically, the status immediately after “Prospect” is set by either marketing automation or sales.

How do I customize lead status in Salesforce?

In Salesforce Classic

1. Go to Setup | Customize | Leads | Fields | Lead Status.
2. Click Edit next to a value.
3. Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).
4. Click Save.

Can an existing customer be a lead?

A lead could include any person or business who has not been qualified but who might eventually become a client. There are several channels you can use to find sales leads, including existing customer referrals, purchased lists, inbound advertising, lead forms to sign up for a webinar or download an e-book, and so on.

What is the difference between lead status and lifecycle stage?

While they do look alike, lifecycle stages and lead status are quite different. Lifecycle stages are the overall sum of steps a contact makes, from their first foot in the door, until they’re closed, while lead statuses are the sub-stages of a sales qualified lead’s (SQL) journey through the funnel.

When to use the field for lead status?

The field is typically used to communicate the status of a record to both the reporting users and the sales rep who is working the lead. The reporting user wants to see explicit detail while the sales rep wants to update the record in a natural and efficient manner.

What’s the issue with a lead pick list?

1. Lead Status pick list values are almost always descriptions (of a set of circumstances) The issue is that the description is just one persons way of thinking about a particular status, stage or state, and descriptions are interpreted differently by different people. You are trying to describe the attributes of a certain sales situation.

When to change lead status to ” contacted “?

Taking our earlier example, once the conversation has been completed, we would change the Lead Status to “Contacted”. If the conversation was inconclusive, you may decide a further conversation in 3 months is the appropriate is the next step, then we would leave the Lead Status as “Contacted”.

How to automate field updates in Salesforce?

For the newly added Status field, select Lead from the first drop-down menu and select Event Status (Event_Status__c) from the second drop-down menu (Figure 9). Click the Save button or Save and Continue if you have completed mapping all fields. You can automate the update of many field records using workflow rules.