{"id":1570,"date":"2024-11-21T13:18:07","date_gmt":"2024-11-21T13:18:07","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1570"},"modified":"2024-11-28T14:40:54","modified_gmt":"2024-11-28T14:40:54","password":"","slug":"lead-statuses","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/lead-statuses\/","title":{"rendered":"Lead Statuses"},"content":{"rendered":"<div class=\"entry-content\">\n<p>You can easily\u00a0customize leads statuses so they can fit into your workflow.<\/p>\n<ul>\n<li>To add new lead status you will have to go to <strong>Setup\u00a0-&gt; Leads -&gt; Statuses<\/strong> and click <b>New Lead Status<\/b>.<\/li>\n<li>To setup default lead status navigate to <strong>Setup-&gt;Settings-&gt;Leads <\/strong>and chose <strong>Default Status.<\/strong><\/li>\n<\/ul>\n<p>The default lead status is used to <strong>auto-populate the status field when creating a new lead<\/strong>, each time you add new lead this status will be auto-selected.<\/p>\n<hr \/>\n<h4 id=\"system-status\">System Status<\/h4>\n<p>Xodox CRM installation comes with 1 lead status, this is the <strong>system status for converted leads<\/strong>, the status will have name <strong>Customer<\/strong>,\u00a0this status is mostly used for reports, for recognition that specific lead is <a href=\"https:\/\/help.xodox.in\/pt\/docs\/convert-lead-to-customer\/\">converted to a customer<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"st-alert st-alert-danger\"><strong>Do not rename<\/strong> this status to some other name like <strong>NEW<\/strong> to prevent <strong>confusion<\/strong>.<\/div>\n<p>&nbsp;<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>You can easily\u00a0customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup\u00a0-&gt; Leads -&gt; Statuses and click New Lead Status. To setup default lead status navigate to Setup-&gt;Settings-&gt;Leads and chose Default Status. The default lead status is used to auto-populate the status field when creating a new lead, each time you add new lead this status will be auto-selected. System Status Xodox CRM installation comes with 1 lead status, this is the system status for converted leads, the status will have name Customer,\u00a0this status is mostly used for reports, for recognition that specific lead is converted to a customer. &nbsp; Do not rename this status to some other name like NEW to prevent confusion. &nbsp;<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[25],"doc_tag":[],"class_list":["post-1570","docs","type-docs","status-publish","hentry","doc_category-leads"],"acf":[],"year_month":"2026-04","word_count":135,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Leads","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/leads\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Lead Statuses - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/lead-statuses\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead Statuses - My CMS\" \/>\n<meta property=\"og:description\" content=\"You can easily\u00a0customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup\u00a0-&gt; Leads -&gt; Statuses and click New Lead Status. To setup default lead status navigate to Setup-&gt;Settings-&gt;Leads and chose Default Status. The default lead status is used to auto-populate the status field when creating a new lead, each time you add new lead this status will be auto-selected. System Status Xodox CRM installation comes with 1 lead status, this is the system status for converted leads, the status will have name Customer,\u00a0this status is mostly used for reports, for recognition that specific lead is converted to a customer. &nbsp; Do not rename this status to some other name like NEW to prevent confusion. &nbsp;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.xodox.in\/pt\/docs\/lead-statuses\/\" \/>\n<meta property=\"og:site_name\" content=\"My CMS\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-28T14:40:54+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.xodox.in\/docs\/lead-statuses\/\",\"url\":\"https:\/\/help.xodox.in\/docs\/lead-statuses\/\",\"name\":\"Lead Statuses - My CMS\",\"isPartOf\":{\"@id\":\"https:\/\/help.xodox.in\/#website\"},\"datePublished\":\"2024-11-21T13:18:07+00:00\",\"dateModified\":\"2024-11-28T14:40:54+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/lead-statuses\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/help.xodox.in\/docs\/lead-statuses\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/help.xodox.in\/docs\/lead-statuses\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/help.xodox.in\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Lead Statuses\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/help.xodox.in\/#website\",\"url\":\"https:\/\/help.xodox.in\/\",\"name\":\"My CMS\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/help.xodox.in\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/help.xodox.in\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/help.xodox.in\/#organization\",\"name\":\"My CMS\",\"url\":\"https:\/\/help.xodox.in\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"width\":573,\"height\":192,\"caption\":\"My CMS\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Lead Statuses - My CMS","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/help.xodox.in\/pt\/docs\/lead-statuses\/","og_locale":"pt_PT","og_type":"article","og_title":"Lead Statuses - My CMS","og_description":"You can easily\u00a0customize leads statuses so they can fit into your workflow. 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