Add, Rename, or Remove CRM Lead Statuses | Revamp365.ai

Lead status is the dropdown on every contact that tracks where a lead sits in your pipeline. Revamp365 ships a full wholesaling list, and you can replace any of it with your own stages. The option list is saved per account, so a change you make applies to every seat on your team.

Open the lead status options

The controls live inside CRM Field Configuration, not on the contact record itself.

1. Open Contacts CRM from the left navigation.
2. Click the gear button in the CRM sidebar, labelled CRM Configuration. The CRM Field Configuration dialog opens.
3. Type Lead Status into the Search fields... box to filter the list.
4. On the Lead Status row, click the gear icon in the Actions column, labelled Edit Options. A panel opens below headed Options for: Lead Status, showing your current values as badges.
5. Click the Edit Options button inside that panel. The Manage Lead Status dialog opens with the editable list.

Everything below happens in that Manage Lead Status dialog.

Add a custom status

1. Scroll to Add New Option at the bottom of the dialog.
2. Type the status name, for example Attorney Review.
3. Click Add. The value appears at the bottom of Current Options.
4. Click Save Changes.

A few rules the form enforces:

• A status name can be up to 255 characters.
• An exact duplicate is ignored. If you type a name that already matches an option character for character, clicking Add does nothing rather than creating a second copy.
• New options are always appended to the end of the list.

Watch out for capitalization

The Add box and the server disagree about what counts as a duplicate, and the difference will bite you.

Typing Closed when CLOSED already exists is accepted — the new value appears in Current Options as though nothing is wrong. Clicking Save Changes then fails with a message like:

The options.15 field has a duplicate value. (and 1 more error)

The server treats two names as the same when they differ only by capitalization, so it rejects the whole save. Nothing is stored, and the dialog stays open with your edits intact. The number in the message is a position in the list, not a status name, so it does not tell you which value is at fault.

To fix it, find the two spellings that differ only in case, delete or rename one of them, then click Save Changes again.

Rename a status

Each row in Current Options is an editable text box.

1. Click into the row holding the status you want to change.
2. Edit the text.
3. Click Save Changes.

Renaming does not update contacts that already use the old name. The rename changes the option list only. Every contact still holding the old value keeps it, and because Revamp365 merges values that are in use back into the dropdown, the old name reappears in the list alongside your new one.

If you want the rename to actually move your leads, do it in two steps:

1. Add the new status and save.
2. Filter your contacts by the old status, select them, and bulk-update them to the new status.
3. Come back and remove the old status.

Remove a status

1. Hover the row you want to delete. A red trash icon appears at the right.
2. Click the trash icon. The row disappears from the list.
3. Click Save Changes.

Two things to know before you remove anything:

• A status still in use will come back. Removing it from the list does not clear it from your contacts, and Revamp365 merges every value currently saved on a contact back into the dropdown. So a status stays visible until no contact is using it. Reassign those contacts first, then remove the option.
• You cannot save an empty list. If you delete every option, Save Changes refuses with the message You must have at least one option.

Reordering is not supported

Lead statuses appear in the order they were added, and there is currently no way to change that order. The list is not drag-and-drop, and there are no move-up or move-down controls.

If a specific order matters to you, the only way to get it today is to rebuild the list in the order you want: remove the options and re-add them in sequence, remembering that any status still assigned to a contact will reappear until those contacts are reassigned.

Where else these options appear

Saving the list updates every place lead status is offered:

• The Lead Status dropdown on each contact record
• The lead status column and filters in the Contacts CRM table
• Bulk-update actions
• Automation conditions and actions that read or set lead status

Lead status is not a deal pipeline stage

These are two different fields and editing one has no effect on the other.

	Lead Status	Deal Pipeline Stage
Lives on	A contact	A deal
Tracks	How far a lead has moved through follow-up	Where a deal sits on the pipeline board
Edited in	CRM Field Configuration → Lead Status → Edit Options	Pipeline settings

If you are trying to change the columns on your pipeline board, see Customize Pipeline Stages instead.

Related fields you can edit the same way

The CRM Field Configuration dialog manages several other dropdowns through the identical Edit Options path, including Lead Source, Deal Type, and Contact Type.

Lead Temperature is the exception. It is fixed to Hot, Warm, and Cold. Those three values are locked, the Add New Option box is hidden, and the server rejects any attempt to change them.

If a change does not appear

• Check that you clicked Save Changes. Closing the dialog with Cancel or the X discards everything you typed.
• Confirm the toast. A successful save shows Lead Status updated successfully. A failure shows the reason.
• Read a "duplicate value" error as a capitalization clash. A message naming options.<number> means two of your statuses differ only by capitalization. See Watch out for capitalization above.
• Reload the Contacts CRM page. The option list is cached per account for speed, and a hard reload picks up the newly saved values.
• Remember it is account-wide. Another seat on your team may have changed the list. The options are stored once for the whole account, not per user.

Next steps

• Set a Contact's Lead Status and Lead Temperature
• Use Tags, Saved Views, Filters, and Lists