Sunday, 13 July 2025, 10:26 AM
Created by: Ruvenss G. Wilches
Lead Status
In NIZU, Lead Status refers to the current stage or condition of a potential customer (lead) within the sales pipeline. It helps sales teams track and manage their interactions with leads efficiently.
What is Lead Status?
Lead Status is a field (often dropdown or tag-based) that shows where a lead stands in the sales journey — from first contact to conversion or disqualification.
Common Lead Statuses in NIZU:
|
Status |
Meaning |
|---|---|
|
New |
The lead just entered the system and hasn’t been contacted yet. |
|
Contacted |
Initial contact has been made (e.g., email, call, message). |
|
Qualified |
The lead fits your target profile and shows potential to convert. |
|
Unqualified |
The lead is not a good fit (wrong industry, no interest, etc.). |
|
In Progress |
Ongoing discussions or negotiations are taking place. |
|
Converted/Won |
The lead has become a customer (converted to opportunity or account). |
|
Lost |
The lead is no longer active or chose a competitor. |
|
Follow-up Later |
Temporarily paused; to be re-engaged in the future. |
Why It Matters in NIZU:
-
Helps sales teams prioritize efforts
-
Provides management with sales funnel visibility
-
Enables automation (e.g., email reminders, workflow triggers)
-
Improves reporting and decision-making