To create custom lead statuses in the system:
Go to the "templates" section and click on "data" and "data fields"
Click on "create data field" and choose "lead disposition" as the type
Give the field an internal name (e.g. "lead status") and decide whether you want to assign it to a specific workspace or user role
Add your custom status options (e.g. "left voicemail") and save the changes
The custom options will be available for the specified workspace or user role to use when filtering leads
You can also filter leads using the custom options by selecting them in the filter menu.
Video Transcript
Our system allows you to change the lead status options for your leads. Much like adding custom data fields for your lead details, you can actually change what we have by default. These are the fields that we drop down, options we have by default for status and so you can actually change this out to whatever you want, and to do that you're going to go over the controls. You're going to click on templates, you're going to click on data and data fields.
So, as you can see, we already set up the user profile, custom fields. We've set up some custom fields for lead data and now we're going to change out the default option for lead disposition. To do that, you're going to click on "create data field".
Here you have an option, just like all the other videos that we've done for custom fields. But the name is irrelevant in this case because this is always going to be lead disposition. So you can just name it lead disposition or lead status or whatever. You know, that's just it, lead status. The type you're going to choose is lead disposition. That's which controls that status on the drop down. So that's a disposition to lead and you'll see the other options of type are completely removed. Reason for that is always going to be a dropdown option and you know the name is always going to be the status name or lead disposition on the filters and things like that.
What you're controlling is the options. So this name is just your internal name, some lead status. So I know what it is and also workspaces. So I mentioned in the other data field types, if I want to change lead status based on my workspaces, maybe have different statuses that I want to figure on a workspace. That's just configuration for myself has nothing to do with my users. If I want to change the lead status for my user's account, that's where you're not going to assign a workspace and your going to apply a user role.
So in this case I want my lead status to be different for my users and so I'm going to go ahead and put lead status like lead disposition. And I'm going to have to add, once you add, that you can then go into your lead status options and here you have your actual options and you have your role access. So these are the only two options that matter. So for this I'm going to change my support user role and their status is to be different and I am going to add in let's just say it, maybe I want second option here. This can be whatever you want and so you know third option. So instead of our default option, you have any options. You want to create and create as many as you want. Once you get to the fifth option you can hit this icon here and will continue to add as many options. This is automatically saving.
So at this point all of the lead status have changed for this support user roll. So when they go in and make phone calls and select their status, it's now seeing those and so to see it. This doesn't do anything for your personal set up. This is just setting up for support user rolls. So if I go into my users and let me go into that support user role and let me go into leads and let me go into this lead status here, so you'll see under here that I have new status which, by the way, is always set as new. It just means it's it's a new lead. But now you have left voicemails second option here, third option here, last chance.
So I can change this third option and everything from status timeline is going to be associated with that option. Now in my leads view for this user, if I click on filter I have all those different options so I can select that. If I choose a voice will not sure what option I choose for that third option. Here we go filter.
So I'm going to select third option, and so now my leads are being filtered by my custom options. Again, these custom options are associated with this user. So any users that you have associated with this on the previous video, as I've talked about, you know different agent types. Use that example a lot. You may have different statuses based on user roles, and that's where it comes in handy to associate your custom leads, status or disposition with an actual user role.
If you're doing it for yourself, you're on to associate it with your workspace. So as you switch through workspaces you're obstinate are different.
