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

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.

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).

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:

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