WEBVTT

1
00:00:00.301 --> 00:00:06.371
Open Leads in Pixie CRM then choose New Lead The
Status field identifies

2
00:00:06.384 --> 00:00:10.811
the lead's stage in your process This example
demonstrates adding

3
00:00:10.824 --> 00:00:13.597
a status without creating or contacting a lead

4
00:00:15.709 --> 00:00:20.086
Choose the plus sign beside Status Enter a clear
name that your

5
00:00:20.099 --> 00:00:24.722
team understands We will use Qualified Enquiry
for this training

6
00:00:24.735 --> 00:00:29.617
workspace Avoid creating duplicate statuses with
slightly different

7
00:00:29.630 --> 00:00:30.216
names

8
00:00:32.336 --> 00:00:36.908
Choose the tick icon beside the new status name
to save it Open

9
00:00:36.921 --> 00:00:41.778
the Status list and select Qualified Enquiry The
new option is now

10
00:00:41.791 --> 00:00:45.281
available in the lead form the rest of the lead
remains unsaved

11
00:00:45.294 --> 00:00:46.453
in this demonstration

12
00:00:48.565 --> 00:00:52.497
Close the empty lead form reopen New Lead and
select the saved status

13
00:00:52.510 --> 00:00:57.265
again This confirms that Qualified Enquiry
remains available for

14
00:00:57.278 --> 00:01:01.822
future leads Continue with lead sources and the
dedicated create

15
00:01:01.835 --> 00:01:03.906
a lead tutorial for the next steps