Each Lead has a status which defines the current state of its progress. Status values can also hold additional information. The most common use for this is to store data about why a Lead is lost. All Leads will usually work their way through each bold status from New to Inactive in the order described below:
| New | The initial status of all Leads. Indicates that a Lead has not been ? |
| Active | Active Leads are those that you are actively trying to win. |
| Inactive | Inactive is the final status of a Lead. You must select the reason for this. These can be customised, but our default reasons are: Won, Holding, or Dead. If you select Dead, you will be prompted to select the Cause of death. Again, the list of options you are provided with can be customised, but our defaults are: Client Cancelled, Lost, Passed and Other. On selecting one of these options, you will be given the opportunity to add additional information. If you select Lost, you can add the details of who the Lead was lost to. By entering this sort of information, you can track which of your competitors regularly wins the Projects you are tracking. |
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