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:
- Company Managers
- Marketing Managers
- Sales Managers
- Jr. Salespersons
The Contact Manager is accessed through either of the or toolbars.
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:
The six lead statuses are defined as follows:
|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.|
|This lead does not meet the criteria you are looking for in a potential customer.|
|A lead that meets the criteria you are looking for in a potential customer.|
|Leads that are associated with opportunities.|
|Customer||Leads that are associated with opportunities won.|