How to update a lead's status in Nutshell

We walk through the different ways you can change a lead's status in Nutshell, so that when you've closed a new sale, your team is on the path to nurturing your new customer.

9 steps

Nutshell

Nutshell gives you the ability to change a lead's status in several ways.

A lead can have one of 5 different statuses: - **Open:** A potential sale you're currently working through your pipeline. - **Won:** A won lead that's now a customer. - **Lost:** Leads that are too cold or go with a competitor. - **Cancelled:** Leads that aren't a good fit. - **Pending:** An open lead you're not ready to start working with yet.

Change a lead's status from the lead page by selecting the right status from the drop-down menu.

You can also change a lead's status from the Leads Board view.

Find the lead you want to update and click and drag it to the menu that appears at the bottom, where you'll be able to cancel, lose, or win the lead.

If changing the lead's status means you'll skip some tasks, Nutshell lets you know!

Finally, you can change lead statuses in bulk from the Leads List view.

Select the leads you want to edit and click 'Edit' at the bottom of the screen.

In the pop-up, click 'Status' and the new status you want to give the leads.

How to update a lead's status in Nutshell

We walk through the different ways you can change a lead's status in Nutshell, so that when you've closed a new sale, your team is on the path to nurturing your new customer.

9 steps