3.3 - Lead Definitions - Statuses

A Lead Status is designed to track the stage of a lead throughout its lifecycle.

Below are predefined statuses and their use cases:

• New: This is a fresh lead that has just entered the system and has not yet been contacted or engaged with by the sales team. Upon creation, Leads are automatically assigned to the New status.

• Contacted: The sales or marketing team has reached out to this lead, and the initial engagement has taken place. It could involve an email, phone call, or meeting.

• Nurture: This lead requires further relationship-building and may not be ready for an immediate purchase. Nurturing involves regular engagement and providing relevant content or information over time.

• Qualified: After initial interactions, this lead has been identified as having the potential to move further in the sales process, typically based on specific criteria like budget, authority, need, and timeline (BANT).

• Unqualified: This lead does not meet the necessary criteria for moving forward in the sales process, possibly due to lack of interest, fit, or resources.

• Junk: This lead is irrelevant and will not be pursued further by the sales team.