How to Change a Lead's Status

Move a lead to a new Status and Sub Status.

Before you start

An existing lead.

Steps

1. Open the lead record.
2. Click the status control next to the lead's name at the top of the page (shows the current status, for example "New › New Lead").
3. Choose a new Status (for example, App Taken) and a new Sub Status (for example, Processing).

What you'll see

A "Status updated" confirmation toast appears, and the breadcrumb at the top of the lead updates to show the new Status › Sub Status.

Note

Status and Sub Status are two distinct fields — Status is the broad stage, Sub Status is a more specific state within it. Admins configure which labels are available for both.