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Settings β†’ Person / Lead Statuses

Person / Lead Statuses

Pipeline stages a person/lead moves through. Used across the CRM and reports.
0 statuses defined for this tenant. Statuses are the pipeline stages a person/lead moves through.
Status Outcome Active Reorder
Inactive statuses stay on existing records but are hidden from new pipeline pickers.
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Add Status
Person & Lead pipeline stage
This label appears in the CRM pipeline picker and on reports.
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Shown as a dot beside the status name throughout the CRM.
Outcome
Counts as a positive outcome in conversion reports.
Counts as a closed-lost outcome. A status can be won OR lost, not both.
MOCKUP Β· Person / Lead Statuses Β· URL unicef.fanline.jp/settings/statuses Β· spec: settings-statuses.DESIGN.md Β· NEW page β€” does not exist today