How to Manage Lead Status

How to Manage Lead Status

Overview

Lead status helps your team track where a prospect is in the sales process.

Common Statuses

  • New
  • Contacted
  • Qualified
  • Proposal Sent
  • Follow-up Required
  • Converted
  • Lost

Updating Lead Status

  1. Open the lead record.
  2. Click Edit.
  3. Select the appropriate status.
  4. Save the changes.

Best Practices

  • Update status after every interaction.
  • Avoid leaving active leads in "New" status for long periods.
  • Use notes to record status changes.

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