> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Statuses

> Set up the lead statuses your team uses to track where every lead stands — create them, give each a category and color, control the order, and turn them on or off.

**Lead statuses** are the labels your team puts on a lead to show where it stands — for example *New*, *Needs Follow Up*, *Quoted*, or *Won*. This page is where an admin defines the full set of statuses everyone can choose from. Once a status exists here, it shows up in the status dropdowns and lead views across the app.

<Note>
  Managing statuses is an **admin** task. You'll find these screens under **Settings**, and only team members with permission to manage workspace settings can open them.
</Note>

## Where to find statuses

<Steps>
  <Step title="Open Settings">
    Go to **Settings** from the main navigation.
  </Step>

  <Step title="Open Leads">
    Choose **Leads**. The Leads settings area opens with two tabs at the top: **Lead Statuses** and **Lead Sources**. To set up where leads come from, see [Lead sources](/guides/settings/lead-sources).
  </Step>

  <Step title="Stay on Lead Statuses">
    The **Lead Statuses** tab lists every status your organization has, with its name, category, display order, and whether it's active.
  </Step>
</Steps>

## Read the statuses list

Each row in the list shows you the key facts about a status at a glance:

* **Name** — the label your team sees in dropdowns and lead views.
* **Slug** — a short, behind-the-scenes identifier (lowercase letters, numbers, and hyphens).
* **Order** — where this status sits when statuses are sorted.
* **Category** — the broad stage this status belongs to: **New**, **In Progress**, **Done**, or **Cancelled**.
* **Status** — an **Active** or **Inactive** badge telling you whether the status is currently available to use.

Use the **search box** at the top to find a status by name. Admins can also add, rename, reorder, and delete lead statuses straight from the leads board — see [Work the board](/guides/leads/browse-filter-map#work-the-board).

<Tip>
  Some statuses are built in and can't be deleted — you'll notice they have no delete button. You can still rename them, reorder them, and change their color.
</Tip>

## Create a status

<Steps>
  <Step title="Start a new status">
    From the Lead Statuses tab, open the **Create New** menu in the top-right corner and choose **Lead Status**. This opens the **Create New Lead Status** form.
  </Step>

  <Step title="Name it">
    Fill in the **Name** — this is the display name shown in dropdowns and lead views (for example, *Needs Follow Up*).
  </Step>

  <Step title="Set the slug">
    Enter a **Slug** — a unique identifier for the status. It must be lowercase letters, numbers, and hyphens only (for example, `needs-follow-up`). Each slug has to be unique within your organization.
  </Step>

  <Step title="Add a description (optional)">
    Use the **Description** box to note what this status represents, so the rest of your team knows when to use it.
  </Step>

  <Step title="Choose the order">
    Set the **Order** — a whole number that controls where this status appears when statuses are sorted. Lower numbers come first.
  </Step>

  <Step title="Pick a category">
    Choose a **Category**: **New**, **In Progress**, **Done**, or **Cancelled**. The category tells the app what kind of stage this status represents — for example, *Done* and *Cancelled* are end-of-the-line stages.
  </Step>

  <Step title="Pick a color">
    Choose a **Color** so the status stands out in lists and badges. Options include Blue, Green, Yellow, Red, Purple, Teal, Fuchsia, Brown, and Neutral.
  </Step>

  <Step title="Decide if it's active">
    Leave **Is Active** checked to make the status available right away, or uncheck it to keep it out of use for now.
  </Step>

  <Step title="Save">
    Press **Create Status**. The new status appears in the list and becomes selectable wherever leads are tracked.
  </Step>
</Steps>

<Note>
  Each category has rules about how it can be used — for example, only one status can sit in the **New** category at a time. If a save is blocked because a category is already taken, the app will tell you, and you can pick a different category.
</Note>

## Edit a status

<Steps>
  <Step title="Open the status">
    In the Lead Statuses list, click the **pencil** icon on the row you want to change (on a phone, open the row's menu and choose **Edit**).
  </Step>

  <Step title="Make your changes">
    Update the **Name**, **Description**, **Order**, or **Color** as needed, then press **Save Changes**.
  </Step>
</Steps>

<Note>
  For built-in statuses, a few fields are locked to keep your tracking consistent — the **Slug**, **Category**, and **Is Active** settings can't be changed. You can always adjust the name, description, order, and color.
</Note>

## Turn a status on or off

If you want to retire a status without deleting it — say, one you no longer use but don't want to remove from past leads — edit it and uncheck **Is Active**. It will show an **Inactive** badge in the list and drop out of the status pickers, while leads that already carry it keep their label. Re-check **Is Active** any time to bring it back.

<Tip>
  Turning a status **Inactive** is the gentler alternative to deleting. Reach for it when you might want the status back later, or when older leads still reference it.
</Tip>

## Delete a status

<Steps>
  <Step title="Choose the status">
    In the list, click the **trash** icon on the status you want to remove (on a phone, open the row's menu and choose **Delete**). Built-in statuses don't offer this option.
  </Step>

  <Step title="Confirm">
    A confirmation appears warning that the status will be permanently removed. Choose **Delete** to finish.
  </Step>
</Steps>

<Note>
  Deleting is permanent and can't be undone. A status that still has leads assigned to it can't be deleted — reassign those leads to another status first. If a status is still in use, or you simply might want it later, turn it **Inactive** instead.
</Note>

## What's next

<CardGroup cols={2}>
  <Card title="Roles and branches" icon="users" href="/guides/settings/roles-branches">
    Control who can manage workspace settings — including statuses — and how access is scoped across your branches.
  </Card>

  <Card title="Branches" icon="building" href="/guides/settings/branches">
    Set up the branches your team works across, so settings and leads line up with how your business is organized.
  </Card>
</CardGroup>
