Where to find it

Lead status; Tenant Settings → Lead case types.

How to use it

  1. Filter lead records by status, channel or case type.
  2. Open the linked conversation to inspect the customer interaction and available case/closure controls.
  3. Use Lead case types to maintain the categories available to your team; deactivate obsolete types when appropriate.

Permissions and important details

Visibility follows channel/lead permissions. A lead status does not confirm a payment, shipment or external CRM update.