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Lead statuses | Close Help Center

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  1. Close Pro Tip: Learn how to Create a Sales Process If your answer is yes, we recommend starting out with high-level Lead Statuses. Check out these helpful blog articles about building a sales process:

    In Lifecycle segmentation

  2. Potential: A Lead that may or may not have been contacted, but no meaningful discussion has taken place. Interested: A Lead that has been contacted, and has expressed initial interest, but not been qualified. Qualified: A Lead that is qualified to purchase the organization’s products or services.

    In Lifecycle segmentation

  3. Customer: A Lead that had purchased your products or services Not Interested: A Lead that has expressed a lack of interest in your product or services. Bad Fit: A Lead that has been deemed not a good fit for the organization’s products or services.

    In Lifecycle segmentation

  4. Defining Lead Statuses Lead Statuses represent a Lead’s current relationship to your company. Close Pro Tip: Learn how to Create a Sales Process

    In Outbound lifecycle and disposition model

  5. Lead Statuses are one of the best ways to identify at a quick glance how a Lead is represented within your sales process. Defining Lead Statuses

    In Outbound lifecycle and disposition model

  6. Close Pro Tip: Learn how to Create a Sales Process If your answer is yes, we recommend starting out with high-level Lead Statuses. Check out these helpful blog articles about building a sales process:

    In Outbound lifecycle and disposition model

  7. Defining Lead Statuses These can be changed to reflect your team’s specific sales process. Close Pro Tip: Learn how to Create a Sales Process

    In Outbound lifecycle and disposition model

  8. Close Pro Tip: Learn how to Create a Sales Process As you build out and refine your sales process, you can update your customizations to reflect the changes. Check out these helpful blog articles about building a sales process:

    In Outbound lifecycle and disposition model

  9. We recommend customizing some main areas within the tool before you begin to sell. Defining Lead Statuses

    In Outbound lifecycle and disposition model

  10. Defining Lead Statuses These can be changed to reflect your team’s specific sales process. Close Pro Tip: Learn how to Create a Sales Process

    In Prospect list schema

  11. Close Pro Tip: Learn how to Create a Sales Process As you build out and refine your sales process, you can update your customizations to reflect the changes. Check out these helpful blog articles about building a sales process:

    In Prospect list schema