The 'Lead Management' page lets you make important choices about your leads. Here, you can turn the leads feature on or off, and you can customize your 'Lead Statuses' field.
In this article, we'll tackle the following:
Leads are an optional feature in Copper. You can turn them off by toggling the 'Enable Leads' switch. To do so, follow the steps below:
- Sign into your Copper account, and click 'Settings' from the left-hand menu.
- Click 'Lead Management' under 'Customize Copper.'
- Switch off the toggle in the 'Enable Leads' box:
Need help deciding whether to turn leads on or off? Check out the 'Define your workflow' section of our 'Working with Leads' article.
When you create a lead, you'll be asked to fill out fields to give that lead context within your business. One of those default fields is 'Lead Status.' This asks the question: What stage of your lead qualification process is this record in? The options are:
You define what the above statuses mean in your workflow. You can also add custom statuses on this page to tailor Copper to your workflow.
You can filter leads by 'Lead Status' so you can prioritize your outreach. It's also helpful to create saved filters of certain lead statuses to easily access.
Still have questions?
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