Leads Statuses in the Workflow

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The status of a lead helps you track the lead’s progress in your sales pipeline. They represent the stage that the lead has reached in the workflow and give you a clear view on the progress of your sales process from prospecting to closing.

Creating Leads statuses

Leads statuses are defined when creating the workflows.

Choose the sequence of steps that works for you and add them to the workflows.

Changing the status of a lead

Keep track of the leads statuses in the workflows.

When on the lead view, on the top of the page, set the status of the lead. You will see the change in the history of activities and interactions below.

Using triggers on leads steps changes

Triggers are email and text sequences sent to leads on a special event, such when the workflow step status has changed.

The system will automatically start the sequences when the status is changed.

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