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Create statuses for CRM

Move accounts through customizable stages in your CRM Space or Folder. Align your entire team and keep track of the health of each account with unique statuses for each of your Lists.

Use the Quick Start: Sales & CRM template to create a CRM Space with our recommended Hierarchy structure and statuses, or apply the best practices in this article to your current workflow.

Lead statuses

We recommend the following statuses or a variation of them for your leads List:

  • New lead
  • Attempt to engage
  • Engaged
  • Qualified
  • Qualified - archive
  • Unqualified - follow up
  • Unqualified - archived

Account statuses

We recommend the following statuses or a variation of them for your accounts List:

  • Prospect
  • Active
  • At risk
  • Lost deal
  • Former client
  • Closed

Deal statuses

We recommend the following statuses or a variation of them for your deals List:

  • Open
  • Need approval
  • Blocked
  • At risk
  • Scheduled
  • On track
  • On hold
  • Closed

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