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Define the Stages a Lead Moves Through

Lead statuses give your team a shared language for where every lead stands. Name the statuses they'll see across contacts and pipeline, and put each one in the right category — new, active, lost, or converted — because reporting and automation both key off that type.

Entry pointAdmin → Account

Who can do this?​

Admins with CRM settings permission can view and edit lead status. Sales users usually consume these statuses from contact and pipeline views.

Review lead statuses​

  1. Open Lead status.
  2. Review each Status Name.
  3. Check the Type assigned to each status.

Status types can include NEW, ACTIVE, LOST, and CONVERTED.

Edit lead statuses​

  1. Click Edit.
  2. Update status names where needed.
  3. Confirm each status has the correct type.
  4. Save the changes.

What you should see after finishing​

Updated lead statuses should appear across CRM screens where lead status or stage is shown.

Common issues​

  • Edit is not available: Check your admin permissions.
  • Status names are confusing: Keep names customer-facing and easy for agents to understand.
  • Reports look wrong after changes: Make sure lost and converted statuses are categorized correctly.

Troubleshooting​

Because reports and automation rules key off the status type, the symptom to watch for is a status that saves fine but shows up wrong downstream — say, a converted lead still counted as active. That's one for Brixi support; include the status name, its type, and where it's displaying incorrectly. Changes that won't save at all also belong in a ticket.

No Edit button means your role doesn't have CRM settings permission — an admin can fix that, support can't.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.