Adding a new category
If you need more lead categories, follow these steps to set them up from the settings page.
Click your initials or profile picture at the top right corner of the screen and then click "Settings."
Once you are on your settings page, find and click "Pages" in the settings navigation section.
You should see a section called "Leads Page."
There are three things you can do from this section, outlined below
Add more status options
Click the + symbol in this area to add a new lead status option. You will give it a name and then what disposition it belongs to (open, cold, closed)
Change the default lead status
If you add someone to your leads page, their status will default to "Working it". If you don't like this, you can change it to a different status.
Change your default lead view
By default you leads page will show you all of your leads in the "Open" disposition first. If you want it to default to something else you can change it from this section.
