In this Salesforce tutorial, we will get a brief overview of Lead Status in Salesforce. Moreover, we will also discuss how to create a new lead status in Salesforce Lightning as well as Salesforce Classic.
Additionally, we will discuss the following topics related to it.
- Introduction to Lead Status in Salesforce
- How to create Lead Status in Salesforce Lightning
- How to create Lead Status in Salesforce Classic
Introduction to Lead Status in Salesforce
The term “Lead Status” in Salesforce is utilized to describe the stage a lead is at in the sales process. It is a common picklist field in Salesforce that is provided on the Lead object and can be altered to meet a company’s unique requirements.
The default picklist values for Lead Status in Salesforce are:
- Open: The lead is new and has not been contacted yet.
- Working: The lead has been contacted and is being actively pursued.
- Closed: Converted: The lead has been converted into an account, contact, and opportunity and is no longer an active lead.
- Closed: Not Converted: The lead has been disqualified and is no longer a potential customer.
To fit the particular sales process, sales teams in Salesforce can alter the picklist settings for Lead Status. A company might include additional phases like “Qualified,” “Negotiating,” or “Won,” for instance in their Lead Status Picklist.
As a result, by tracking the Lead Status for each lead in Salesforce, sales teams can stay organized and focused on moving leads through the sales process to close more deals.
How to create Lead Status in Salesforce Lightning
Here we will discuss the steps using which we can create a lead source in Salesforce Lightning.
Step-1: First, log in to your Salesforce account and open the Home Setup page by clicking the gear icon (⚙️) > Setup option.
Step-2: From the Home Setup page click on the Object Manager option. This will open the Setup page for the Object Manager.
Step-3: From the list of objects select the Lead object. This will open the Object Manager page for the Lead object.
Step-4: Once the Object Manager page opens, click the Fields and Relationships option in the left-side menu.
Step-5: After this, from the list of Field Names, click on the Lead Status fields name. This will open the detail page for the Lead Status field in Salesforce.
Step-6: From the next page, click on the New button given under the “Lead Status Picklist Values” section.
Step-7: The above step will open a Picklist Edit page for Lead Status. Here on this page, we need to specify the new value for Picklist. And for this, we need to specify the Label and API Name.
In our example, we specified the Label and API Name as New Lead.
Step-8: Once we click on the Save button, it will add a new lead status in Salesforce Lightning.
So, in this section, we have discussed how to create or add lead status in the Salesforce Lightning edition.
Read How to add lead source in salesforce
How to create Lead Status in Salesforce Classic
In this section, we will explain the steps using which we can create a new lead status in Salesforce Classic. These steps are listed below.
1: First, log in to your Salesforce account and open the Setup page. For this, click on the Setup option given in the top-right corner.
2: After this, from the left-side menu, expand Customize option and then expand the Leads option.
3: After expanding Leads, we need to click on the Field option. This will open the Leads Field page where all the Lead Fields will be listed.
4: Next, from the list look for Lead Status option and click on it to open it in Salesforce Classic. This will basically open the Lead Field page for Lead Status.
5: On the next page, click on the New button given under the “Lead Status Picklist Values” section. This will open a Picklist Edit page for Lead Status.
6: After this, we need to specify the new value for Picklist. For this task, we need to specify the Label and API Name.
In the above example, we specified the Label and API Name as Qualified.
7: Once we click on the Save button, it will add a new lead status in Salesforce Classic.
So, in this section, we have seen how to create or add new lead status in the Salesforce Classic edition.
You may also like the following salesforce tutorials:
- Lead Assignment Rule in Salesforce
- How to create web-to-lead form in Salesforce
- How to create Lead Process in Salesforce
Conclusion
So, in this Salesforce tutorial, we have understood how to create or add new lead status values in Salesforce. And we have covered this topic for both Salesforce Classic as well as the Salesforce Lightning edition with examples.
Here is the list of topics that we covered in this Salesforce tutorial.
- Introduction to Lead Status in Salesforce
- How to create Lead Status in Salesforce Lightning
- How to create Lead Status in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.