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Statuses and dropdowns ( selection lists )


In Bitrix24 leads, contacts, companies, deals, quotes & invoices you come across various statuses & dropdowns, such as lead status, contact type. deal stage, etc. These selection lists can be configured under CRM > Settings:

Open Start Point > Statuses & Dropdowns:

Choose status or dropdown you'd like to modify - e.g. lead statuses. Here you can add new statuses, delete those you don't need, edit statuses names or change colors.

Please note that there are several mandatory statuses that cannot be deleted, because several CRM functions are based on them. These statuses have circle arrow icon and have revert to original name function.

Please make sure that you have revert to original name statuses at their default places - e.g. at the very end of the list (e.g. "converted", "junk lead" for leads) or at the very beginning (e.g. "unassigned" for leads) - otherwise not all of your statuses will be displayed.

Drag & drop statuses to reorder them in the list:

For leads statuses, deal stages, quotes & invoices statuses a scale preview is available, allowing you to get an idea how your analytical reports will look like:

You can customize failed leads statuses or failed deal stages as well:

You can work only with the existing selection lists, new lists cannot be added.
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