Understand Leads Statuses

Understand Leads Statuses

Lead statuses help you track where a lead stands in your sales journey. Each status represents a stage of progress or outcome for that lead.

New: The lead has just been added to your workspace and hasn’t been qualified yet.
Qualified: You’ve identified this lead as a potential customer and attached a plan to it, turning it into an open deal.
Unqualified: The lead isn’t a good fit for your services, or they’re not ready to move forward.
Won: The lead has placed an order for your plan and the deal is marked as successful.
Lost: The deal did not convert to a sale and is closed.



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Tip: Updating lead statuses helps your team stay aligned and follow up more effectively.