In the earlier look, you can set a lead's status from the conversation you are already in: open a chat and use the Lead status section of the side panel. The statuses in that list are your workspace's own words, not ours. Every workspace starts with five, anyone on the team can add more, and admins rename or archive them.
In the earlier look, open the conversation, find Lead status in the side panel, and pick from the Set status list. The change updates the same lead on the CRM board and its timeline. Sending results to Google Ads is not switched on yet. There is no separate inbox status to keep in sync with the pipeline.
If the customer has no lead yet, the panel offers Create a lead instead, which opens one against that contact.
Five, seeded the first time anyone opens the CRM board or the side panel:
| Status | Type |
|---|---|
| New enquiry | Still working |
| Qualified | Still working |
| Not a fit | Deal lost |
| Lost | Deal lost |
| Won | Deal won |
These are ordinary rows from the moment they appear. Rename them, archive them, or leave them alone.
Every status carries one of three types, and the type is what the product acts on:
| Type | What it means | What it does |
|---|---|---|
| Still working | The lead is live and being worked | Nothing extra is asked for |
| Deal won | The deal closed with money | Requires a deal amount, currency and close date, see Closing a deal |
| Deal lost | The deal did not happen | Records a close date, no amount |
The type is fixed once the status exists. Changing it later would silently rewrite the history of every lead already carrying that status, so instead archive the status and create a new one with the type you want.
| Action | Who |
|---|---|
| Set a lead's status | Anyone on the team |
| Add a new status | Anyone on the team |
| Rename a status | Admins |
| Archive or restore a status | Admins |
Naming what is happening to a deal is the work, so an agent does not need to wait for an admin to add a status. Renaming is admin-only because it changes what every historical lead reads as.
In the earlier look, to add one from a chat, open the status list and use New status: type the name and pick its type. To manage the whole vocabulary, open the CRM board and select Manage statuses.
An archived status stays readable on the leads that already carry it, so your history does not change wording underneath you. It simply stops appearing in the list, so nobody can apply it to anything new. An admin can restore it later.
No. Statuses belong to one workspace. If you run several brands or clients as separate accounts, each one defines its own vocabulary, and a status from one is never visible or applicable in another.
The earlier-look pipeline uses five stage types (intake, qualified, unqualified, rejected, converted). In the new look, CRM shows stage columns or a table, subject to the stages available in your workspace. The stage also feeds: the board, the ad conversion sync mapping, the timeline, reports. A status is the word your team sees; the stage underneath is what the rest of the product reads. A status you create yourself maps onto a stage by its type: Still working sits in qualified, Deal won in converted, Deal lost in unqualified. The five seeded statuses keep their one-to-one stage instead, which is why all five columns still have a name.
A status can be mapped to an eligible ad result, if any: an open status reports New lead, Qualified lead or nothing; a won status reports Converted or nothing; a lost status reports nothing; a new status starts at nothing. Changing it does not change results already sent. Choosing what a stage tells ads is not available in the new look yet; admin stage controls are also held. Sending results to Google Ads is not switched on yet.