Lead Statuses

Lead statuses are labels used to organize contacts added to your account. By assigning statuses like New, Engaged, or Qualified, you can track each contact's progress. They help sales and marketing teams track and prioritize contacts by their potential to become customers based on interactions like phone calls, in-person visits, meetings, or communication via chat or email.

Benefits of Lead Statuses

Using lead statuses offers these practical benefits:

1. Prioritize the Best Contacts: Statuses like Engaged or Qualified show who's worth calling or meeting next.
2. Close Deals Faster: Focusing on contacts with statuses like Qualified or Opportunity boosts your chances of making sales.
3. Clear Picture: Statuses make it easy to see who's new, who's engaged, and who's ready to buy.
4. No Wasted Effort: Quickly identify and drop Disqualified contacts to focus on real opportunities.
5. Works for Any Business: Whether your sales process is simple or complex, this system scales with you.

Understand Lead Statuses

Nnipa CRM has these statuses for categorizing contacts:

• New: A contact just added, with no interaction yet.
• Engaged: Has shown interest through interactions like a phone call, in-person visit, meeting, or communication via chat or email.
• Qualified: Fits your ideal customer profile (e.g., has budget, authority, and need).
• Disqualified: Not a good fit or shows no interest in buying.
• Opportunity: Actively being pursued for a deal.
• Customer: Has already bought something.

Assigning a Status

To assign a status to a contact:

1. Go to the Contacts page (under Customers).
2. Find contact from the list.
3. Click the Menu button (the three dots on the right).
4. Choose Set lead status from the menu.
5. Pick a Lead Status (e.g., Engaged, Qualified) from the modal.
6. Click Save to update the contact's status.

Create Status Guidelines for Your Team

Work with your team to decide when to assign each status based on direct interactions. Examples:

• New: A contact added from a trade show or referral, no contact yet.
• Engaged: After a phone call, in-person visit, meeting, or a detailed chat or email response.
• Qualified: A contact with budget and authority, confirmed during a meeting or call.
• Disqualified: A contact who declines meetings or shows no interest after multiple attempts.
• Opportunity: A contact with a confirmed interest in a deal, discussed in a meeting.
• Customer: A contact who has signed a contract or made a purchase.

Monitor and Adjust

• Manual Updates: Update contact statuses after each interaction (call, meeting, etc.)
• Set Priorities: Focus on Engaged or Qualified contacts for immediate attention.
• Review Regularly: Every few months, check if your status assignments are helping you close deals and adjust as needed.

Use in Your Workflow

• Focus on Engaged or Qualified contacts for follow-up calls or meetings.
• Move New or Engaged contacts to nurturing (e.g., follow-up emails or future calls) if they're not ready.
• Drop Disqualified contacts to avoid wasting time.

Tips for Success

1. Keep It Simple: Use clear rules for when to assign each status.
2. Align Teams: Ensure sales and marketing agree on what each status means.
3. Track Negative Actions: Move contacts to Disqualified if they decline meetings or show no interest.
4. Stay Consistent: Update statuses after every call, visit, or meeting to keep the data accurate.
5. Tweak as Needed: Adjust status definitions based on what leads to sales.

For help or more information, contact support or visit our Documentations.