Overview
The Status tab in the Settings page allows you to manage and customize statuses for leads, estimates, and projects. Each status defines a step in your workflow and can be used to track progress or categorize work.
Go to the Settings page from the left menu --> select the Status tab.
By default, the Lead Status section will be displayed first.
Lead Status Management
The Lead Status section displays a list of all lead statuses.
The columns include:
Status Name
Created Date
Created By (username from the team or master admin)
Colors
Actions (Edit or Delete)
Users can drag and drop statuses to reorder them, and the order will update automatically in the CRM.
To add a new lead status, click the "Add" button.
A pop-up will prompt you to enter the status name and select a color (via color picker or hex code).
By clicking the pencil icon, existing statuses can be edited (name or color) or deleted, but only critical statuses (e.g., "New Lead" and "Scheduled") cannot be deleted.
These statuses will always appear in the CRM page to manage leads (Not converted to estimate yet).
Estimate Status Management
In the Estimate Status section, you will see a list of all estimate statuses
The layout is similar, with columns for
Name
Created Date
Created by
Color
Actions
Click "Add" to create a new status by entering the status name and selecting a color
Same as lead statuses, some defaults (e.g., "Need to Write Estimate," "Estimate Sent") cannot be deleted, only edited.
These statuses will always appear in the Estimate page to manage the estimate.
Project Status Management
The Project Status section also follows the same structure.
Users can add, edit, and delete any project status as needed (no restrictions).
These statuses will be visible in the project details when accessed from the Estimates page.
Estimate and project statuses are visible only for projects that have been started.
Best Practices
Use lead statuses to track lead progress consistently.
Ensure only one estimate status is active in each workflow category to avoid confusion.
Customize project statuses freely to match your business processes.
By organizing statuses, you align your CRM with your workflow, ensuring clear progress tracking from lead to project completion.