Track lead status and quality
As you work through your sales pipeline, keep each lead’s status and quality up to date so your team always knows what needs attention next.
Available lead statuses
Section titled “Available lead statuses”| Status | Use when |
|---|---|
| New | You just captured the lead, no contact yet. |
| Contacted | You’ve reached out but haven’t qualified them. |
| Qualified | You’ve confirmed they’re a real prospect and a fit. |
| Nurture | Not ready to buy yet, but stay in touch. |
| Contacted - Not Booked | They replied but didn’t book. |
| Converted | They became a paying client. |
| Lost | They went with someone else or decided not to proceed. |
| Lost On Price | Specifically lost because of price. |
| Lost to Competitor | Specifically lost to a named competitor. |
| Inactive | No response after multiple attempts. |
Quality ratings
Section titled “Quality ratings”Use quality to rate how likely the lead is to close:
- Sold — already closed
- Good — strong fit, likely to book
- Okay — medium confidence
- Poor — weak fit
- Garbage — spam or clearly not a fit
- Can’t Contact — couldn’t reach them at all
Update status or quality
Section titled “Update status or quality”- Open the lead from the Leads list by clicking the pencil icon in the Actions column.
- In the Update Lead dialog, change the Status and/or Quality dropdowns.
- Click Update to save.
Filter your pipeline by status
Section titled “Filter your pipeline by status”On the Leads list, use the Status filter above the table to narrow to:
- New — fresh inquiries
- Qualified — confirmed prospects
- Contacted — leads you’ve reached out to
- Converted — those who became clients
- … and all other status stages.
What’s the difference between Status and Quality?
Status is where the lead is in your pipeline: New, Contacted, Qualified, Lost, etc. It moves forward (or backward) as you work the lead. Quality is your private rating of how good the lead is — Sold, Good, Okay, Poor — and stays roughly fixed once you’ve assessed them. Use Status for “what comes next” and Quality for “is this worth my time.”
Should I use Lost, Lost On Price, or Lost to Competitor?
Use the most specific one you know. Lost On Price and Lost to Competitor give you reportable insight into why deals are dropping — too many price-losses might mean your pricing or value-proposition needs work; too many competitor-losses might mean your follow-up or proposal quality needs work.
What’s the difference between Inactive and Can’t Contact?
Inactive is a status — the lead has gone cold after several attempts, but the record stays in the pipeline so you can revisit. Can’t Contact is a quality rating — you couldn’t reach them at all. Both can apply to the same lead (status: Inactive, quality: Can’t Contact).
Can leads come back from Lost?
Yes. Open the lead and change the status to whatever’s appropriate (typically Contacted or Qualified if they reach out again). The history stays intact, so you can see the full timeline of when they originally reached out, when they went cold, and when they came back.
How do I know which leads to follow up on first?
Sort by Quality (highest first) within the New or Contacted tabs. Sold and Good quality leads should always come before Okay or Poor. Many retailers also sort by capture date — fresher leads close more often than ones that have aged in the pipeline.
Can I customize the list of statuses?
The default list is built-in. Most retailers find the existing options cover their workflow. If you need to capture extra context (e.g., a specific sub-stage of qualification), use Tags on the lead instead.