Update lead status
It is very important that you update the lead status as you contact and speak with leads. The status may change several times over the course of months or years.
Location of the Status drop down menu
When you open up a Lead record, you can click on the Lead Status drop down menu and select a lead status.
Open Status
When you first create a lead, the default status is Open. Once you contact the lead, you can update the lead status.
Contacted Status
Update the lead status to Contacted if you have made contact but are unsure whether the lead is qualified or not.
Qualified Status
Qualified Leads are ones that are interested in our product/services and should continue down the sales cycle.
Unqualified Status
These are leads that are not interested right now.
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