CRMconnect Azuvio · Docs

Lead Statuses

Section: Customer Relationship Management
URL: /admin/leads/statuses
Page title: (2) Statusuri Lead-uri

Overview

Lead statuses define the lifecycle states a lead moves through, from "New" to "Won" or "Lost".

Business value

Defines the lifecycle states a lead moves through (New → Contacted → Qualified → Proposal → Won/Lost), making the sales process explicit and consistent across the whole team.

  • Who uses it: Sales managers, RevOps
  • Key benefit: Onboards new reps faster and produces consistent pipeline reports across the team.

Typical use cases:

  • Standardise the definition of "qualified" so MQL→SQL hand-off is clean
  • Detect and act on leads stuck in a stage too long

At a glance

Lead Statuses — top of page

Accessing this module

From the admin sidebar, navigate to Lead Statuses, or open the URL directly:

/admin/leads/statuses

List view

The list view shows existing lead statuses records. Use it to search, filter, sort, and bulk-act on items.

Lead Statuses — full list view

Common actions

  1. View existing records — open Lead Statuses from the sidebar to see the list view.
  2. Search and filter — use the search box and column filters to find records.
  3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
  4. Edit a record — click a row to open the detail view, then use the edit action.
  5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
  6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).
Warning

Deleting a status that leads currently hold will orphan those records. Reassign all leads to a different status before deleting, or deactivate the status instead, to preserve pipeline integrity.

Tip

Designate one status as "Won" and one as "Lost" — these trigger conversion and loss reporting automatically so sales performance metrics are calculated without manual tagging.

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method Path Purpose
POST {{base_url}}lead_statuses Add New Status
GET {{base_url}}lead_statuses List all Statuses
GET {{base_url}}lead_statuses/14 Get One Status
PUT {{base_url}}lead_statuses/14 Update a Status
DELETE {{base_url}}delete/lead_statuses/624 Delete Status

See the full payload schemas, query parameters, and example responses in the API reference (`Lead Statuses`).


Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/leads/statuses