Lead status shows the current state of an enquiry so the team can see what needs attention.
Active workflow statuses
- New and Contacted identify early enquiry work.
- Site visit booked and Site visit completed track the visit path where it is used.
- Awaiting quote and Quoted identify pricing and proposal work.
Closed statuses
Won, Lost and Spam are not active lead states. Set the status from the work actually completed, and record the next follow-up before leaving an active lead.
Set status after the action
Set Contacted after an attempt or conversation, Site visit booked when the visit is scheduled, and Site visit completed after its result is recorded. Use Awaiting quote while pricing is being prepared and Quoted after the proposal workflow has been used.
Keep the next action visible
For active statuses, assign an owner and set the next follow-up where required. Closed statuses describe a real outcome; they are not a way to hide an unanswered enquiry.