Track the progress of your leads using statuses. You can customise your own list of statuses.

• To move a lead to the next stage, click the Status button on the lead.

Adding, Editing or Deleting a Status

• Navigate to Settings > Lead Groups > Statuses.
• From here you can add, edit or delete a status.

Positioning Statuses

• Use the green arrows next to each status to reposition it.
• The up/down arrow moves the status up/down by 1 each time it is pressed.
• Statuses appear on the lead in the order shown.
• In Bulk Actions, statuses are shown in alphabetical order.

Conversion Points

Each status has a conversion point indicating where a lead is in its life cycle. The points are:

• New
• Valid
• Contacted
• Qualified
• Converted
• Invalidated
• Closed

• Open conversion points appear at the top of your dashboard/homepage, giving an at-a-glance view of how many leads are at each point.
• Closed conversion points (Invalid and Closed) are not shown - view them by applying the All Closed status filter in Search Leads.

Triggering Actions on Status Change

You can make something happen when a lead's status changes - for example, sending an email when the status changes to Appointment.

• Use the Lead Type Action guide.
• Set your event to Status changed.
• Add a condition to specify which status.