# Lead statuses

> The built-in lead statuses in EmailPal's CRM and Unibox, what each status type does when you set it, and how to add your own.

Source: https://emailpal.io/help/lead-statuses

## What a lead status is

A lead status says where a person stands: interested, meeting booked, not interested and so on. You set it by hand on a reply in **Unibox** or on a lead in the **CRM**. EmailPal does not decide that a reply is positive for you.

The status is separate from a lead's state inside a campaign (**In sequence**, **Replied** and so on). [Lead states and stop rules](/help/campaign-lead-states-and-stop-rules)

## Built-in statuses

| Status | Type |
| --- | --- |
| **Lead** | Neutral |
| **Interested** | Positive |
| **Meeting booked** | Positive |
| **Meeting completed** | Positive |
| **Won** | Won |
| **Out of office** | Neutral |
| **Wrong person** | Negative |
| **Not interested** | Negative |
| **Lost** | Lost |

Built-in statuses keep their meaning, and their type is fixed. EmailPal sets **Out of office** itself when it detects an automatic reply, but only if the contact's status is still **Lead**.

## What the type does

The type decides what changing to a status does.

| Type | What it does |
| --- | --- |
| **Neutral** | No automation. |
| **Positive** | Creates an opportunity and notifies you. |
| **Negative** | Not interested, wrong person. Closes an open opportunity as lost. |
| **Won** | Closes the opportunity as won. |
| **Lost** | Closes the opportunity as lost. |

Opportunities are only created and moved automatically while **Sync lead status with replies** is on in the Engage workspace settings. It is on by default. Opportunities you create yourself are never changed by a status. The exact rules are in [Pipeline and opportunities](/help/pipeline-and-opportunities).

**Notify me about positive replies** controls the notification, and **Play a sound with notifications** adds a sound.

## Set a status

- **Unibox.** Open a conversation, choose **Set status** and pick one. The first nine statuses in the list also have the number keys 1 to 9 as shortcuts. [Unibox](/help/unibox-shared-inbox)
- **CRM, one lead.** Open a lead in **Leads** and use the **Status** menu in its details panel.
- **CRM, many leads.** Select leads in **Leads** and choose **Change status**.

You can filter **Leads** in the CRM by status, and the **Unibox** by **Status** too.

## Add your own

1. Open **CRM** and choose **Settings**.
2. Under **Lead statuses**, enter a name under **New status**, such as "Referred".
3. Pick a **Colour** and a **Type**.
4. Choose **Add status**.

You can change the colour of any status and the type of your own statuses. Your own statuses have a bin button to delete them.

A custom Positive status such as "Referred" does not have a pipeline stage of its own. If the person already has an open opportunity it stays where it is. Otherwise a new one starts in the first open stage.

You can also have a status block the person automatically. [The global blocklist and unsubscribes](/help/blocklist-and-unsubscribes)

## FAQs

### Does a reply change the status by itself?

Not to a positive one. A person has to label it. The one exception is **Out of office**, which is applied to automatic replies.

### Can I change a built-in status's type?

No. It is fixed. Add your own status if you need different behaviour.

### What does Won do?

It closes the person's open opportunity as won. With no open opportunity it creates one that is already won.

## Need More Help?

[Pipeline and opportunities](/help/pipeline-and-opportunities), [Unibox](/help/unibox-shared-inbox), [CRM reports](/help/crm-reports).