Lead statuses help a sales representative guide the lead through the sales process. PulsePoint comes with default lead statuses but statuses can be edited, deleted, and added so the lead workflow that best fits your sales process matches the options available in PulsePoint.
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To edit, add, delete or organize Lead Workflow statuses, log into PulsePoint and select Admin. In the Admin area select the Company tab and then Lead Workflow.

Sometimes it is easier to simply change the name of a status than to create a whole other status or you may simply want to update a status’s name. To edit the status name locate the status in the table then select the Actions menu and then the Edit icon. Select the status text field, make your changes and then select Submit to apply.

Add a new status by first selecting the Create button. Enter the status name into the “Status” field. If the status is representing a lead that is Active select “Active” in the “Flow” options. If the status represents a lead for an account that is Approved select the “Approved” option and if the status represents a lead that is neither active nor approved select the “Lost” option. Select Submit to add the status.

Statuses are supposed to help guide the lead through the sales process but how can it effectively do this if the lead statuses are not organized to match the sales process. To organize the lead statuses select the Order Statuses tab. Statuses are categorized as “Active”, “Approved”, or “Lost” and statuses are organized within each category. To reorganize a status, simply select a status, hold and drag it up or down to move the tiles as you want them organized. When the tile is in the proper location, release your hold to drop it into place. Continue with each status until the lists are organized as you see fit.