Lead Statuses

The status of a lead is primarily determined by a user performing an action on a lead, or upon successful completion of the lead qualification activity. Once leads have been assigned to lead qualifiers or related sales roles, lead follow-up activities begin.

As specific actions are performed on a lead, the status of the lead changes accordingly.

Lead Status

This table describes the statuses of leads.

Status

Description

Unqualified

A lead with a status of unqualified signifies that the lead requires additional information and qualification activities by the lead team. Unqualified is the default status assigned to all newly created leads.

Qualified

A qualified lead signifies that the lead is ready for sales attention. The status can be updated to qualified by either the user selecting the Qualify action or upon successful completion of the qualification processing activity. Leads can have a status of qualified based on many factors including the status of the budget and the time frame of the project.

Converted

When a lead is converted to an opportunity, then the status is set to Converted.

Retired

The status of a lead is updated to Retired when a user selects the Retire action. A lead is retired when:

  • There's no likelihood of the lead being converted to an opportunity

  • A lead is no longer followed up by Sales

  • A lead isn't evaluated by Marketing over a certain period of time

A retired lead can't be converted to an opportunity. Marketing users can review retired leads and then delete them as required.