How to change Lead Status in Lightning Experience ?

Definition of “Lead Status” : A real time updates of any lead.

Lead Status is Standard field of Salesforce. You can’t remove it but you can change value.

Example of Lead Status :

  • Open – Not Contacted – Lead created by Sales rep. but still not contacted – Either Visit / Call / Meeting. ( Default Value )
  • Working – Contacted – Lead Created & also contacted by Sales rep. and he / she is working on it.
  • Closed – Converted – Lead Created, Contacted & Converted to Opportunities, Contacts & Client ( Accounts ).
    • Note : This lead status you can’t edit it because it’s already converted.
  • Closed – Not Converted – Lead closed & Client is not interested to buy products or service. Means we lost business. it will not appears in report.

You can also make your own Lead status. Below are example :

  • Open : Lead created by Sales rep. but still not contacted – Either Visit / Call / Meeting. ( Default Value )
  • Contacted : Lead created &contacted by Sales rep. – Either Visit / Call / Meeting.
  • Qualified : Lead Created, Contacted & Converted to Opportunities, Contacts & Client ( Accounts ).
    • Note : This lead status you can’t edit it because it’s already converted.
  • Disqualified : Lead closed & Client is not interested to buy products or service. Means we lost business. it will not appears in report.

Note : below points you have to keep in mind.

  1. We have to select at least one default status. 
  2. we have to select at least one converted status. But we can make multiple converted status.

Below are example of Default & Converted status of lead. ( Classical Salesforce ).

Lead Status Values

Change Lead status.

  • Select your lead

LEX Lead Change Status

  • Current Status is “Open – Not Contacted” & Changing to “Closed – Converted
  • Select the Status e.g. “Closed – Not Converted” and click on “Mark Status as Complete”.

LEX Lead Changed Status

  • Same way you can change any stage. ( Closed – Not Converted, Converted etc ).
    • Note : If you are converting Lead then automatically stage will change as per your “Converted” Stage in above image.
Tagged on: