# Lead Management

With this new feature, we can identify the status and the type of the lead and mark the same for the traceability.

Steps to be followed to enable this feature are -

 1\. Go to the Settings in your Dashboard.

<figure><img src="/files/TDY1UWESflePzhdsWjl5" alt=""><figcaption></figcaption></figure>

&#x20;2\. Now click on the Leads Config tab.

<figure><img src="/files/OPPUPxJBaII8kzJ59l1i" alt=""><figcaption></figcaption></figure>

&#x20;3\. Once you click on the Leads Config tab, the below screen will appear.

<figure><img src="/files/74AtqBPY1Sv4GqzItDZt" alt=""><figcaption></figcaption></figure>

&#x20;4\. Here, you need to select the colour and add the lead status of your choice then click on click on Add Status Button.

<figure><img src="/files/1ITLjAO8cSnw4z0LPDwX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/VAFvvnMUsYq2k45fDcQH" alt=""><figcaption></figcaption></figure>

&#x20;5\. You can add multiple Lead Status and Lead Type as per you requirement. You can edit or delete the created lead status and lead type.

<figure><img src="/files/VEdYyw7w3vBPoJILtLvS" alt=""><figcaption></figcaption></figure>

&#x20;6\. Once you are done with the creation of Lead Status and Lead Type, enable the Lead Conversion button and click on the save button. And here you go, leads configuration is done.

<figure><img src="/files/iVtgSRZSPGQBM4rxeUGD" alt=""><figcaption></figcaption></figure>

&#x20;7\. Now you can see the Lead Status and Lead Type option is reflecting in the captured leads.

<figure><img src="/files/BhpaCrW6VQp3j9mcj9sY" alt=""><figcaption></figcaption></figure>

&#x20;8\. From here you can update the Lead Status and Lead Type in the captured leads accordingly.

<figure><img src="/files/PifMQ7QzryC3q4x4DBfB" alt=""><figcaption></figcaption></figure>

&#x20;9\. You can also enable the Sale converted button once the sale is done. You can also add the product id or any comment and then save.

<figure><img src="/files/r16FM2mJk4phIEyyfl6R" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/W9vP01NuXaSFF08B9Qn9" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.saleassist.ai/integration-guide/lead-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.