✅ How to Create and Manage To-Do Lists in Britixo?

Britixo allows you to fully customise your lead statuses, sources, and tags to match your sales process. This helps you categorise leads by lifecycle stage, track where they came from, and filter or report more efficiently.

This article explains how to create, edit, delete, and organise lead statuses, sources, and tags inside Britixo.

Manage Lead Statuses

Lead statuses define the stage of a lead in your sales pipeline (e.g., New, Contacted, Qualified, Lost).

How to Add or Edit Lead Statuses:

1. Log in to Britixo at https://britixo.com/app/login.
   
   

2. Go to Setup → Leads → Statuses.
   
   

3. To add a new status, click New Lead Status.
   
   

4. Enter the status name (e.g., Negotiating, Not Interested).
   
   

5. Choose a status color to visually distinguish it.
   
   

6. Click Save.
   
   

To edit or delete a status, use the action icons next to each existing status.

You cannot delete a status that is already assigned to one or more leads unless those leads are first reassigned.

Manage Lead Sources

Lead sources help you track where your leads are coming from (e.g., Website, Email, Social Media, Referral).

How to Add or Edit Lead Sources:

1. Go to Setup → Leads → Sources.
   
   

2. Click New Lead Source.
   
   

3. Enter the source name (e.g., Trade Show, Facebook Ads).
   
   

4. Click Save.
   
   

You can edit or delete any existing source from this page.

Sources are especially helpful for marketing attribution and performance reporting.

Manage Lead Tags

Tags are flexible labels you can assign to leads for internal organisation (e.g., VIP, Urgent, Hot, Follow-Up).

How to Use Tags:

• You can add tags directly while creating or editing a lead.
  
  

• Simply start typing in the Tags field and press enter to create a new one.
  
  

• Tags can be multiple and are searchable and filterable from the leads list.
  
  

• Existing tags can be managed from Setup → Tags.
  
  

Tip

Keep statuses simple but meaningful. Use no more than 5–7 key statuses that reflect your actual sales process. Combine with sources and tags for powerful filtering and analytics.