# Lead Status

<p class="doc-lead">Lead Status master records define the stages of your sales pipeline. Chain statuses with Status after to set progression order. Won and Lost meanings are mapped in CRM Settings.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/crm/lead-status?id=overview">Overview</a>
<a href="#/crm/lead-status?id=fields">Fields</a>
<a href="#/crm/lead-status?id=default-statuses">Default Statuses</a>
<a href="#/crm/lead-status?id=pipeline">How the Pipeline Works</a>
<a href="#/crm/lead-status?id=status-activity">Lead Status Activity</a>
<a href="#/crm/lead-status?id=actions">Actions</a>
<a href="#/crm/lead-status?id=faq">FAQ</a>
<a href="#/crm/lead-status?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview</h2>

Go to <b>CRM → CRM Settings → Lead status</b> from the left menu.

Each status has a name and an optional <b>Status after</b> link to its predecessor, forming an ordered pipeline. The lead view status bar and Pipeline Progression report use this chain.

<!-- screenshot pending: crm/images/lead-status-list.webp -->

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Reference number. |
| Name | Status name. |
| Status after | Parent status in the pipeline. |
| Created At | Date and time created. |
| Status | Active or Suspended (entity status). |

<b>Advanced Filters</b>

Name, Status, Created Date.

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<h2 id="fields">Fields</h2>

| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Name | Yes | Unique status name shown on leads and reports. |
| Status after | No | Previous stage in the pipeline. Autocomplete to another Lead Status. |

There are no colour, probability, or is-won/is-lost flags on the status record itself. Won and Lost are configured in <a href="#/crm/crm-settings">CRM Settings</a>.

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<h2 id="default-statuses">Default Statuses</h2>

On company creation, these seeded statuses are created (cannot be deleted):

| **Name** | **Status after** |
|----------|------------------|
| New | — (root) |
| Open | New |
| Opportunity | Open |
| Won and close | Opportunity |
| Lost and close | Opportunity |

Default pipeline:

<b>New</b> → <b>Open</b> → <b>Opportunity</b> → <b>Won and close</b> or <b>Lost and close</b>

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<h2 id="pipeline">How the Pipeline Works</h2>

<ol>
<li><b>Setup:</b> Each status's <b>Status after</b> links it to the previous stage.</li>
<li><b>Lead view:</b> The status bar walks the chain from root, then appends Won and Lost at the end.</li>
<li><b>Status update:</b> Click a stage on the lead view to open Lead Status Update with optional notes.</li>
<li><b>Reports:</b> <a href="#/crm/reports/pipeline-progression">Pipeline Progression</a> counts leads per status using the same hierarchy.</li>
<li><b>Open leads:</b> Leads whose status is not the Won or Lost status from CRM Settings count as open on the dashboard and in owner/source reports.</li>
</ol>

Add custom statuses and chain them with Status after. Seeded statuses with basic flag cannot be deleted.

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<h2 id="status-activity">Lead Status Activity</h2>

When a user changes lead status via the pipeline bar, Freespace records a <b>Lead Status Activity</b> with the new status, date, notes, and user. These entries appear in the lead ACTIVITIES tab alongside call, meeting, and note logs. There is no separate master screen for status activities.

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<h2 id="actions">Actions</h2>

<b>List:</b> New, view, edit, delete (multi-select; blocked for basic seeded statuses)

<b>New form:</b> Save, Reset, Cancel

<b>Edit form:</b> Update, Reset, Cancel

<b>View:</b> edit, delete, clone, more → Activate, Suspend, Print

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<h2 id="faq">FAQ</h2>

<p><b>Can I reorder statuses without Status after?</b><br>
Pipeline order is determined entirely by the Status after chain. Edit each status to set its predecessor.</p>

<p><b>How do I mark a lead as won or lost?</b><br>
Move the lead to the status mapped as Won or Lost in CRM Settings, or use Convert to customer (sets Won automatically).</p>

<p><b>Can I delete "New" or "Won and close"?</b><br>
Seeded basic statuses cannot be deleted. Add custom statuses for additional stages.</p>

<p><b>What is the difference between Lead Status and Lead Status Activity?</b><br>
Lead Status is the master pipeline stage. Lead Status Activity records each move between stages on a lead timeline — created when you use the pipeline bar, not always on direct form edits.</p>

<p><b>Can I suspend a lead status?</b><br>
Yes. Suspended statuses cannot be selected on new leads but existing leads keep their current status until moved.</p>

<p><b>How does Status after control pipeline order?</b><br>
Each status points to its predecessor via <b>Status after</b>. The chain defines display order on the lead pipeline bar and on <a href="#/crm/reports/pipeline-progression">Pipeline Progression</a>.</p>

<p><b>Must Won and Lost be separate statuses?</b><br>
Map any active status as Won or Lost in <a href="#/crm/crm-settings">CRM Settings</a>. Seeded companies often use "Won and close" and a dedicated Lost status.</p>

<p><b>Can I clone a custom lead status?</b><br>
Yes. Use Clone on the view page to duplicate a custom status definition, then adjust the Status after chain.</p>

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/crm/lead">Leads</a></li>
<li><a href="#/crm/crm-settings">CRM Settings</a></li>
<li><a href="#/crm/reports/pipeline-progression">Pipeline Progression</a></li>
<li><a href="#/crm/reports/lead-log-report">Lead Log Report</a></li>
</ul>