Leads · States and reasons

How to set up states and reasons for leads

Define a clear sales process, control which roles can use each state, and log consistent reasons.

8 min

1. Step 1

   Create and protect states

   Create each state with a unique name, logical order, and authorized roles to use it.

   
2. Step 2

   Link reasons to states

   Create specific reasons for each state and avoid generic options that complicate analysis.