Lead Statuses Defined

Modified on: 2014-11-05 09:26:54 -0600


SharpSpring has five lead statuses to help you organize your marketing efforts. These are Open, Unqualified Lead, Qualified Lead, Contacts and Contact with Opportunity. Here's a look at what these statuses mean.

Lead Status Definitions

Contacts: Anyone who should not be included in the sales process. Some common examples are employees, vendors, press contacts and current customers.

Open: This status is typically used for new unprocessed leads before they are evaluated to be qualified or unqualified. When you upload a fresh CSV Open is a good place to start.

Unqualified Lead: This lead does not meet the criteria you're looking for in a potential customer for one reason or another. Perhaps they can't afford, don't have a need, or just aren't a fit for your product or service.

Qualified Lead: This is a leads that seem to be a great fit for your product or service. You've researched them and they meet the criteria you look for in customers.

Contact with Opportunity: When your sales team begins to have meaningful, ongoing conversation with a lead they can create an Opportunity to track the deal in Pipeline. Contacts can be added to the Opportunity to help your sales team manage communication and close the deal. 

You should now have a better understanding of lead statuses using SharpSpring. As always, if you have any questions or concerns send us an email at partnersupport@sharpspring.com.


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