Customer Statuses
A customer status describes a lead, prospect, or customer's stage in the sales cycle.
All statuses have a probability level associated with them. This probability reflects the percentage chance that a lead or prospect will purchase from your business. Leads should have a 0% probability. If the probability increases, they are then considered prospects. You can set default customer status preferences on the General subtab at Setup > Sales > Preferences > Sales Preferences.
To create a customer status:
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Go to Setup > Sales & Marketing Automation > Customer Statuses > New.
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In the Status field, enter the name for your new status. You may want to include the stage in your status title. For example, PROSPECT - 50/50.
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In the Stage field, select Lead, Prospect, or Customer as the stage.
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In the Probability field, if you selected prospect as the stage, enter the percent likelihood a prospect with this status will become a customer.
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In the Description field, enter a brief definition of this status.
You can enter up to 999 characters in this field.
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Check the Include in Lead Reports box if you want customers with this status to appear in lead reports.
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Click Save to view the Customer Statuses list.
Click Save & New to save this record and create a new status.
You can now select this status on customer records and set up sales rules and territories based on this status.