Solar At Scale - Solar Closer Mastery

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Solar At Scale - Solar Closer Mastery

Statuses & Pipelines

Lead Statuses

This SOP will highlight:

How we’ve set up our Lead statuses in Close.

How to update the status for a Lead.

How to adjust the existing Lead statuses in the Close account.

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How to Create/Edit Lead Statuses

Navigate to the Settings.

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Go to the Statuses & Pipelines page.

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To create a new Lead Status, type the name of the status in the Status Name box and click Add.

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To edit an existing Lead Status, click the pencil icon next to the status you want to update & change the name accordingly.

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To delete a Lead Status, click the bin icon next to the status you want to delete:

If there are some leads assigned to the status you are trying to delete, you will need to choose a different status to assign to those leads.

Once you’ve assigned the leads to a different status, you can then click Delete.

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To edit the order that the statuses appear, hover your mouse over the lead status you want to re-order, then click & drag the status using the 2 bars icon.

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