How to Set a Status for a Lead

You likely already have a workflow in place for managing incoming leads, whether they be from your configurator, your website, or walk-in traffic. You may reach out to anyone who saves a design. Or you may only reach out to customers who request contact. Regardless, you can use SalesView to support that workflow by assigning a status to each incoming lead.

SalesView has five default lead statuses:

New Lead. All incoming leads are assigned this status when they are added to SalesView.
Qualified. This typically means you have had some contact with the customer to confirm that they are likely to buy a building once they have any outstanding questions resolved. Qualified leads are a good place to focus if you have limited time.
Closed Won. Congratulations! You sold a building!
Closed Lost. This may include not only customers who decided not to buy the building but also customers who may be delaying their purchase decision for several months. Marking a lead as Closed Lost after a period of time will enable you to focus on higher priority leads.
Not a Lead. This status is useful for saves designs that you may be using for marketing or for internal testing. By marking a design as Not a Lead, you will ensure that it won’t be included in any conversion rate calculations you may make later on. (Note that analytics is not currently available in SalesView, but we do plan to add some type of analysis in the future.)

If you have an existing sales pipeline workflow, you can use a custom status that may align more closely to your existing workflow.

Note that currently you cannot save custom statuses, but we will investigate this as an area for future improvement.

In the example below, we have applied two different custom statuses: “Trying to reach by phone” and “Need to talk to Suzie about this one.”

To set up a custom status…

Click the dropdown link and select Custom.
Then, type the status you would like to display.
Click the box to the status to apply a color.
Then, click Apply.