| SharpSpring has different 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.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | ✓ | ||||
| Jr. Salespersons | ✓ | ||||
Lead Statuses
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SharpSpring has different lead statuses. In a lead's Contact Record, the Marketing Profile drop-down menu lists the customer's current marketing profile.
The lead statuses are defined as follows: |
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Note: You can change lead statuses from one to another at any time.
For example, if a lead has been set as Customer after being associated to an opportunity that has been won, the lead can then be set again as Qualified Lead. |
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Marketing Profile drop-down menu.
| Status | Description | |
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Set as |
This status is typically used for new, unprocessed leads before |
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Set as |
This lead does not meet the criteria you are looking for in a |
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Set as |
A lead that meets the criteria you are looking for in a potential |
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Set as |
Anyone who should not be included in the sales process. The |
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Set as |
Leads that are associated with opportunities won. |
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New |
Associate a lead with a new opportunity. |