Custom Statuses
Create statuses for leads and deals from Settings → Statuses. New statuses are workspace-specific and appear immediately on records.
Custom statuses let you match the pipeline to your process. Statuses are workspace-specific, shared with sub-accounts, and available on every lead or deal in that workspace.
Open Statuses
Open Settings from the workspace switcher and go to statues in the menu.
You will see two tabs at the top — Lead statuses and Deal statuses.
Only workspace owners and admins can edit. Members can view and use statuses but cannot create them.
Create a New Status
Click Add status. A new row appears at the bottom.
Fill in the fields:
- Status name — unique within the workspace. Required.
- Color — choose from 13 colors. The dot appears in dropdowns and kanban.
- For deal statuses, also set Type (
Open,Ongoing,On Hold,Won,Lost) and Deal Health Scores (0–100).
Drag the handle to reorder — the order becomes the pipeline order. Click Save lead statuses or Save deal statuses. The new status is available immediately.
Note: A status in use by any lead or deal cannot be deleted. You will see A status in use cannot be deleted.
Assign the Status to a Lead or Deal
Open any lead or deal. In the header, click the status (color dot + name) to open the dropdown.
Choose the new status. The record saves automatically and the change appears in the lead or deal's timeline.