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.
Tip: Updating lead statuses helps your team stay aligned and follow up more effectively.
Related Articles
What is Leads
Leads is where you can view and manage people who have dropped a query from your store. It helps you identify potential customers and take the next steps to engage with them and convert them into a deal. Things to Keep in Mind Owners and Managers ...Reassign Leads
If a different team member is better suited to handle a lead, you can easily reassign it to keep things moving forward. Things to Keep in Mind Owners and Managers can reassign leads. Leads can only be reassigned if they are in New or Qualified ...Assign Leads
Assigning a lead helps ensure the right team member follows up and takes the next steps to convert it into a deal. Things to Keep in Mind Owners and Managers can assign leads. A lead can only be assigned to one member at a time. How to Assign a Lead ...What is Contacts
Contacts is a list of people who have signed up on your workspace, whether or not they have made a purchase. It helps you keep track of everyone who has shown interest in your services. For each contact, you can see: Name Email Phone number Since ...Delete a Lead
Delete a lead to keep your workspace data clean and remove entries that are no longer relevant. Things to Keep in Mind Only Owners and Managers can delete leads. Deleted leads cannot be recovered. How to Delete a Lead Go to Leads: Navigate to Leads ...