Lead Status is a basic way to customize and organize your data. Selecting “Lead Statuses” from the “My Account” menu and “Customize” submenu will take you to the “Manage Lead Status” screen.
You can add, edit and delete statuses here. Genie starts with 5 Lead Status settings:
- Hot Lead: A prospect will soon become a customer
- Warm Lead: A good prospect that is moving towards a Hot Lead and becoming a customer
- Cold Lead: Unknown if this prospect represents a good opportunity to become a customer
- Customer (Won): This consumer or business is an existing customer uploaded through Customer Data or has become a customer after being a Lead
- Dead Lead: There is little to no hope of this consumer or business becoming a customer
