Lead Statuses Explained
What each status means and when to use it.
The statuses
| Status | Meaning |
|---|---|
| New | Added or imported, not contacted yet |
| Attempted | You tried to reach them, no conversation yet |
| Connected | You had contact, for example a positive reply or a conversation |
| Qualified | Interested and a fit. This counts as won on the dashboard and on the Team page. |
| Disqualified | Not a fit, or not interested |
| Spam | Not a real lead |
Updating a status
On the Leads board, drag a lead to another column. You can also change the status from the lead panel or on the call list.
Follow-ups
Set a follow-up date on a lead. The dashboard shows follow-ups that are overdue or due in the next 7 days.