Attempted to Contact: These are leads you have tried to reach out to but haven’t been able to successfully connect with yet.
Suggested saved filter:Contact owner is any of Me I Lead status is any of Attempted to Contact I Last contacted is Last Week. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currentlyin Sequence.
Suggested action: Send cold lead follow-up template/sequence.
Connected: These are leads you’ve been able to make contact with but are not yet opportunities. A lead with this status may still be waiting on a booked meeting with a decision-maker on their team or may still be working to establish a budget.
Suggested saved filter: Contact owner is any of Me I Lead status is any of Connected I Last contacted is Last Week. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currently in Sequence.
Suggested action: Send “Is there anything I can do to help?” template/sequence.
Open Deal: These are leads that have expressed interest in buying your product or service. You’ve already opened a deal with them.
Suggested saved filter: Contact owner is any of Me I Lead status is any of Open Deal. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currently in Sequence.
Suggested action: Send “Is there anything I can do to help?” template/sequence.
Unqualified: Contacts may become unqualified for a number of reasons. These are leads that may have told you they’re no longer interested in moving forward or leads you’ve determined aren’t a good fit for your product. This status may also indicate an opportunity to send this lead back to your marketing team for a remarketing campaign.
Theses basic information is important however there are 100’s of fields we can add for the customer ( Theses headers can also be imported if need). To access these fields we must click on the button “View all Properties”