SharpSpring has six lead statuses to help you organize your marketing efforts. These statuses detail how a lead or contact is interacting with your business. This article will detail the differences in the available lead statuses.
The following user roles can utilize the Contact Manager:
- Administrators
- Company Managers
- Marketing Managers
- Sales Managers
- Salespersons
- Jr. Salespersons
Article Contents
Lead Statuses
SharpSpring has six lead statuses. In a lead's Contact Record, the Marketing Profile drop-down menu lists the customer's current marketing profile. You can find the Lead Status of a particular lead by doing the following:
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The six lead statuses are defined as follows:
| Status | Description | |
| Contacts | Anyone who should not be included in the sales process. | |
| Open | This status is typically used for new, unprocessed leads before they are evaluated to be qualified or unqualified. | |
| Unqualified Lead |
This lead does not meet the criteria you are looking for in a potential customer. | |
| Qualified Lead |
A lead that meets the criteria you are looking for in a potential customer. | |
| Contact with Opportunity |
Leads that are associated with opportunities. | |
| Customer | Leads that are associated with opportunities won. |
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