Important
Closed Lost, Closed Won, and n/a are required system phases. They cannot be edited or deleted.
Customize your lead phases
Go to Leads in the sidebar and select Configure.
Scroll to the Lead Phases section.
Click the pencil icon to edit your lead phases.
From this section you can:
Add new lead phases
Delete unused lead phases
Set a default phase for new leads
Delete a lead phase
A phase can be deleted only if it is not currently in use.
A phase cannot be deleted if:
A lead is currently assigned to it.
It is set as the default phase.
It is a required system phase (Closed Lost, Closed Won, or n/a).
To delete a phase, click the trash icon next to it.
If you delete a phase that is mapped to your CRM, phase updates from the CRM will no longer apply to that phase, and a CRM error will be triggered instead.
Set a default phase
The default phase determines which phase new leads start in when submitted. Leads remain in this phase while in Pending status.
To set a default phase, select the desired phase in the Lead Phases section.
If leads remain in Pending for an extended period, make sure your default phase reflects how you want those leads displayed.
Lead expiration
A Closed Lost phase can trigger leads to expire automatically. If you prefer to expire leads manually, turn off the "Trigger Leads to expire" option.
Any phase customization connected to your CRM will only apply once a lead has been mapped.