Changing Lead Status

For those of you who manage multiple leads, managing them within Relationals can be challenging particularly if you want to be able to run reports and manage your prospects in a more sophisticated way.

Change your lead status is an excellent way to do this. As you can see in the picture to the left, the easiest way to do this is to change the lead status as you are logging your call. The lead always defaults to Lead Status Open, but by changing to Contacted, Qualified or Unqualified, you create more information that you can use down the line to help you create lists of your prospects who fit these categories. It also helps you manage your "open" leads by keeping this view only people you still need to contact.

In addition to changing lead status on the Log Call screen, you also can do this when you create a new lead by changing the Lead Status in the post.

Now you can create a custom view that allows you to sort your leads by your lead status.

Your Homework: Go to your leads tab. Notice that it defaults to Open leads. Spend some time today editing your leads and changing to contacted, qualified and unqualified. Come back tomorrow to learn more about how you can create a view of these leads.