SharpSpring has different lead statuses to help you organize your marketing and sales efforts.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Lead Statuses
SharpSpring has different lead statuses indicating the potential of contacts and leads becoming customers. These statuses can be used for Lead Scoring and within Automations to segment and rank your contacts.
Note: Leads associated with opportunities automatically change when:
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In a lead's Contact Record, the Status 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. |
Status | Description | |
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. The Customer status does not display a lead score. |
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New |
A non-Status option to associate a lead with a new opportunity. |
Bulk Editing Lead Status
If you have many contacts, you may want to edit their lead statuses all at once. You can edit contact information in bulk, which allows for multiple contacts to have their individual information edited together at once. To edit multiple lead statuses, do the following:
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Important: Changes made via bulk edit will not trigger automations.
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Important: Contacts with opportunities generate lead scores, while Contacts and Customer lead statuses do not.
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Note: Salesperson roles will see all leads but are only able to take action against leads they own. For leads that are not theirs, the bulk edit options will be transparent.
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