Lead Status

Lead Status says where a possible new member has got to with you. Have you contacted them? Have they replied? Is an application under way?

It only applies to people whose Lifecycle Stage is Lead, which means they are not a member yet. Everyone at that stage should have a Lead Status set.

What are the values?

• New. Just added. Nobody has contacted them yet.
• Open. Being worked on. You own the next step.
• In Progress. More than one conversation has happened.
• Attempted to Contact. You reached out and have heard nothing back.
• Connected. You have actually spoken and had a real conversation.
• Open Deal. They have applied and the formal process is running.
• Bad Timing. Right person, wrong moment. Come back to them later.
• Unqualified. Not a fit, withdrew, or went cold for good.

When do you change it?

Whenever the person moves forward, or back.

Why is this separate from Lifecycle Stage?

Because they move differently.

Lifecycle Stage only goes forward: Lead, then the two qualified stages, then Opportunity, then Customer. Lead Status goes up and down inside Lead until the person either joins or drops out.

Keeping them apart is what stops nonsense combinations like a "Customer who is also New", which a re-engagement campaign would happily email.

Where do you go next?

• Lifecycle Stage. The field this one sits underneath.
• Current Status. The same idea, for people who have joined.
• Primary Interest. What they want from EO, whatever stage they are at.