How do I View Leads by Status?

September 10, 2013 07:15am by Apptivo FAQ

Posted In: Leads
  
Tagged In: Status

Answered on January 25, 2016 05:18am by DineshKumar

Leads by Status

By status helps you to filter the leads based on their status. Lead status has the seed values as default they are “New”, “Assigned”, “In Process", “Converted”, “Recycled”, “Dead” and “All”. From here you can perform bulk actions by enabling all check box.

  • New - Newly created lead.
  • Assigned - The leads which are assigned to a particular employee or a team.
  • Converted - The leads which are converted to contact, customer or opportunity. 
  • In Process - The leads which are qualified leads and ready to convert. 
  • Recycled - The leads assigned to a particular employee or a team and for any reason they may don’t or can’t follow-up the leads; but still they have the ability to guide the leads.
  • All - The leads from different statuses such as newly created, converted, dead, recycled and assigned leads into it.
  • You can also view your own lead status.

Steps to view leads by Status

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Select "Lists" drop down and then Click on “By Status” from the left navigation panel.
    View New Status By Lead
  3. The menu will expand a list.
  4. Choose the preferred status you would like to view the leads. For instance: New
  5. Click on "More Details" icon to overview lead information.
  6. You can also perform "Bulk Actions" by enabling leads check box.

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