How to Manage Lead Statuses

How to Manage Lead Statuses

Defining Lead Statuses

Lead Statuses represent a Lead's current relationship to your company. You will notice that we have pre-loaded some commonly-used Lead Statuses into your Zop account as examples. These can be changed to reflect your team’s specific sales process.


Example Outbound Statuses:

  • 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.
  • 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.

Creating Lead Statuses

To add or edit a Lead Status in Zop, Please email us at support@zopmedia.com and we will get them created for you. 

Don’t forget to update your Smart View search queries to match the new Lead Status!


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