# Change status and qualify a lead

> [HTML Version](lead_status.html)

When a lead’s status changes, it moves from one stage of the pipeline to another. Statuses can be assigned manually or within business processes. This depends on a [pipeline’s settings](leads_pipeline.md#settings) configured by the [system administrator](360006871932.md#administrator).

By default, the following statuses are available for leads:

- **New**. A newly added lead.

- **Processing**. Work with the lead is in progress, a sales rep is nurturing the deal.

- **Qualified**. Assign this status if the client shows a high interest in the product. You can create a new deal or a new company.

- **Unqualified**. Assign this status and specify the reason, for example, you could not reach the client or the client has lost interest. In this case, all [CRM tasks](360012911980.md) associated with the lead are automatically finished.

The system administrator can also configure the [visibility of statuses on the Kanban board](leads_pipeline.md#kanban-stage-visibility). On the funnel page, you will only see those statuses to which you have been granted access.

The dates when a lead’s status changes are recorded. The lead’s [activity stream](lead_page.md#general-tab) shows when each status was assigned. On the [Kanban board](leads_layout.md#kanban), you can see when each item was assigned the current status.

## Change the status manually

If [manual status change](leads_pipeline.md#manual-status-change) is allowed, users with the [editing permissions](360007527512.md#assign) can assign different statuses to leads. The [system administrator](360006871932.md#administrator) can restrict moving leads to previous stages in the pipeline’s settings.

A lead’s status can be changed in one of the following ways:

1. On the pipeline page, in the [Kanban board](leads_layout.md#kanban) view, drag the lead from one stage to another.

**(lead-status-1.png)**

2. On the lead page, in the **Status** section of the sidebar, click the pencil icon and select an available option from the list.



**(lead_status-5.PNG)**

3. If the lead’s status is **Processing**, click one of the buttons on its page:

4. **Qualify. **This button starts the [lead qualification business process](#qualification_proccess). During the process, you can convert the lead into a deal or a company.

5. **Do not qualify. **Click this button to finish working with the lead.

6. On the pipeline page in the [table](leads_layout.md#table) view, use [bulk status change](crm-mass-actions.md#use-mass-actions) for several leads. Select the checkboxes next to the required items, click **Selected Items** in the upper-right corner of the page, and select the required action.

When you change the status to **Unqualified** using any of the methods, specify the reason why the lead was lost. The list of available reasons can be edited by the [system administrator](360006871932.md#administrator). Read more about it in the [Lead pipelines](leads_pipeline.md#final_status) article.



**(lead-status-3.png)**

## Automatic status change

If the [Leads progress according to a business process](leads_pipeline.md#settings) option is selected in the [pipeline’s settings](leads_pipeline.md#manual-status-change), a lead moves from one stage to another automatically. This happens when users complete tasks assigned to them during a business process.

## Mark a lead as qualified



When a potential client shows high interest in your product, you can convert the lead into a deal and continue working with it.

To do this, the lead qualification business process is used. The [system administrator](360006871932.md#administrator) can [modify the process](leads_pipeline.md#actions) according to your company's requirements.

To qualify a lead:

1. Launch the lead qualification process. This can be done in several ways:

	- On the lead page on the lower panel, click the **Qualify** button. A pop-up window will appear where you need to enter qualification data.

	- On the lead page on the sidebar, change the lead’s status to **Qualified**. The responsible sales rep will be assigned a task to fill in the qualification data.

	- On the pipeline page, move the lead to the **Qualified** column using the [drag-and-drop](#drag-and-drop) method. The assigned rep will get a task to fill in the qualification data.

2. In the pop-up window or on the task form, fill in the fields:

**(lead-status-5.png)**



- **Company\***. Associate a company with the lead and the new deal. Choose an existing contractor by clicking the magnifying glass icon or click the **+ Create** button to create a new one.

- **Industries / Company size**. Fill out these fields with entries from the [CRM directories](crm_objects.md) **Industries** and **Company sizes**. Select from existing items by clicking the magnifying glass icon in the field, or add a new entry by clicking **+Create**.

- **Qualification type\***. Select one of the available options from the drop-down list:

	- **Create Deal and Company**. If this option is selected, you also need to specify the pipeline to which the new deal will be added.

	- **Create Only Company**. Select this option if the deal is postponed. You can add the deal later directly from the lead’s or company’s page. by clicking the **(plus-item.png)** button on the side panel next to the **Deal** field.

3. When you finish filling out the form, click **Qualify**.

When a lead is qualified, it is no longer possible to change its status. Work with it continues as part of the deal that has been created.

## How to view leads in final statuses



The **Qualified** and **Unqualified** statuses are final.

By default, qualified leads can be viewed on the pipeline page and unqualified leads are hidden from it.

You can view leads with final statuses by using [pre-configured filters](360012693479.md). To do that, open the pipeline you need. In the search bar at the top of the page, click the **(parameters-icon.png)** icon. 

On the right side of the window that opens select a filter.

**(lead-status-4.png)**

You can refine your search using lead parameters or a query with conditions. For more information, see [Search in apps](360009669952.md#filters). Additionally, the [system administrator](360006871932.md#administrator) can configure the constant display of leads with final statuses in the [pipeline settings](leads_pipeline.md#final_status).



## How to continue working with a lead in a final status

By default, if you have moved a lead to one of the final statuses, changing the status becomes impossible. If you still need to start working with the lead again, use the [Change Status](button-types-settings.md#change_status_button) button. It can be added to the lead card by the [system administrator](360006871932.md#administrator).

Read more about adding buttons in the [Manage buttons on app item pages](360019228531.md) article.