Change a lead's status
Move a lead forward, put it On Hold, or close it out as Sold or Lost.
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Overview
A lead’s status usually moves forward as you log activity against it, but you can also change it directly from the lead’s detail screen - including closing it out.
Step by step
- Open the lead and choose the new status from the dropdown on its detail screen.
- Confirm the change.
- If you picked Lost, you’ll be asked for a reason first - this is required, and the lead’s probability is automatically set to 0%.
Note
Cancelling the confirmation leaves the lead exactly as it was - nothing is changed until you confirm.
A lead can also be put On Hold at any point and picked back up later by changing its status again.
See also
- Leads and the pipeline - the full list of stages
- Log an activity - the usual way a status moves forward