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  1. CRM
  2. Changes
  3. Change sale status — update the sale stage

Change sale status — update the sale stage

The Change sale status step automatically assigns to a lead. Unlike tags, there is only one sale-status at a time—the new one replaces the previous one. Used to track sales funnel stages: “Subscriptio

Updated May 16, 20262 min
The Change sale status step automatically assigns Sale Status — sales funnel stages to a lead. Unlike tags, there is only one sale-status at a time—the new one replaces the previous one.
Used to track sales funnel stages: “Subscription → Registration → FD → RD”. Each stage is a separate sale-status. The team sees where each lead is in the funnel, and analytics calculates conversion.
When to use
After a sale event in a partner postback — Change sale status → “FD”. After a Re-deposit — “RD”. After AI qualifies a lead — “Qualified”. After a call is scheduled — “Calling”. Any key transition in the sales funnel = a Change sale status step.
Change sale status step
Change sale status step



How it works



Settings

Settings
Step settings

Parameter
What it defines
Title
Step name
Delay
Delay before applying
Finish Status
Dialog status
Hide keyboard
Hide the keyboard
Is start step of flow
Make it the start step
Skip the transition
Do not transition automatically


Sale status — selection

Status selection
Choose sale status

Status list
List of available statuses

Select from the list of statuses created in Sale Status — sales funnel stages. If the required status is not in the list, create it first, then return to the step.
Create statuses in advance
Before using the step, all required Sale Statuses must be created in Bot Settings → Sale Status. See /crm/bot-settings/sale-status. The step does not create statuses automatically.


Funnel example

A standard arbitration funnel with automatic sale-status changes:
A lead messaged the bot for the first time → Change sale status → Subscribed.
Registration in the affiliate program (postback) → Change sale status → Registration.
First deposit (postback sale) → Change sale status → FD.
Repeat deposit (postback resale) → Change sale status → RD.
No activity for 30 days → Change sale status → Churn.
Analytics for these statuses shows funnel conversion.


FAQ

Yes. Change sale status assigns any status, not only the next logical one. For example, if a lead “comes back,” set Subscribed again. The system does not check whether the sequence is “correct.”

The step will become “broken” — the lead may get stuck, with an error message in the logs. Before deleting a status in Bot Settings → Sale Status, check that there are no Change sale status steps referring to it.

No. Sale status is a single current status and cannot be combined. To use multiple labels at the same time, use Change tag — add or remove a tag.

You cannot directly “delete” it — a lead always has some status (or null if none has been assigned). Create a “zero” status called “Reset” and assign it if you need to return the lead to the start.


Related

Changes — data changes
The Changes category is steps that change lead or conversation attributes without sending messages. A tag is added or removed, the sale status is updated, an operator is assigned or unassigned, or the
Sale Status — sales funnel stages
The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already
Condition — conditional branching
The Condition step branches the flow based on exact values of lead data. A tag is present — go left. A deposit is over $100 — go right. The time is from 12 to 18 — the third branch. This is the opposi

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On this page

  • How it works
  • Settings
  • Sale status — selection
  • Funnel example
  • FAQ
  • Related