Lead statuses

Settings → Status (?tab=status)

This is where you shape your sales pipeline. Every lead in Calliyo sits at exactly one status, and the list of statuses you define here becomes the stages of your pipeline.

The default pipeline

A fresh company ships with this pipeline:

Unassigned → Assigned → Followups → Interested / Not Interested / Busy
           → Not Picked / Missed / Wrong Number → Customer

You can rename, delete, reorder, or add to any of these — except three that are protected by the system.

Protected statuses

The three statuses below are marked Protected in the UI and cannot be renamed or deleted:

Adding a status

1. Type the new status name in the Add status input at the top.
2. Click Add Status.
3. The new status appears at the bottom of the list. Use the up-arrow to move it where it belongs in your pipeline.

Editing a status

1. Click the pencil icon next to a status.
2. Type the new name.
3. Click the check icon to save, or X to cancel.

Existing leads sitting on this status will inherit the new name immediately — the rename is in-place.

Reordering

The up and down arrows next to each row move it one position. The order you choose here is the order statuses appear in:

• The status dropdown when editing a lead
• The Leads page filter chips
• Funnel charts on the Dashboard and Reports

The first row’s up-arrow and the last row’s down-arrow are disabled.

Deleting

Click the trash icon. You can’t delete:

• A protected status (Unassigned, Followups, Customer).
• The last remaining status (you must have at least one).

Where this is stored

Custom statuses are saved on the company record under Company.settings.leadStatuses. The mobile app reads the same value via GET /agents/leads/settings/statuses, so changes here apply everywhere immediately.