Lead statuses on your reports

Each report page has buttons to mark where the lead stands, so you and your team can see which requests still need follow-up.

The statuses

• New: the request just came in.
• Contacted: you've reached out to the customer.
• Qualified: it looks like a job you want and can do.
• Not a fit: outside what you do, or not a match.
• Won: you got the job.
• Lost: the customer went another way.

How to set one

Open the report from the link in your email. The page shows "Follow-up:" with the current status, and the buttons Mark contacted, Qualified, Won, Lost and Not a fit. Tap the one that fits. You can change it again as the lead moves along, while the report link works. The link in the email expires after 7 days.

For law and accounting firms, you sign in with your authenticator code before you can change a status.

Good to know

Statuses are for your own tracking. Customers don't see them, and changing a status doesn't send the customer anything. A price reaches the customer only when you tap Approve and send.