Lead Status Definitions

Summary

Use consistent status definitions so your team interprets lead progress the same way.

Steps

1. Review the meaning of New, Contacted, Qualified, and Closed.
2. Align follow-up process with each transition.
3. Share definitions during team onboarding.

Expected Result

Status labels are applied consistently across workflows.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Step 2

Troubleshooting

• If interpretations differ, document ownership and stage exit criteria.
• If statuses drift, run a quick workflow alignment review.