Understanding lead statuses and the pipeline

Every lead sits in exactly one of these stages:

• New — just captured, nobody has reached out yet
• Contacted — a first touchpoint has happened
• Follow-up — a next call/visit is scheduled
• Interested — genuinely considering your offer
• Not Interested — declined, but not written off as lost
• Converted — became a paying customer (automatically creates a Customer record)
• Lost — the deal fell through

Moving a lead through the pipeline

Open the lead and change its status from the detail page, or drag it between columns if you're using the board view. Every status change is logged in the lead's activity timeline along with who made it and when.

> Tip: "Not Interested" and "Lost" are different on purpose — a not-interested lead today can still be worth a follow-up in 6 months; a lost one usually isn't.