Lead Status - Function Description

Not Measured

New Lead

Yes

New lead, not yet seen by rep.

Won

Won

Yes

Lead has converted to a sale.

Lost

Lead lost

Yes

Lead was not converted to sale.

Cancelled

Cancelled

Yes

Cancelled appointment.

Follow up

Follow up / Call Back

Follow up appointment booked from quote.

General Appointment

General Appointment

Any appointments that don't fit into the categories above.

Private Appointment

Private Appointment

Days off, sick days, general appointments - This status works differently to the status's above and can be created in the calendar or import/export function.

*If deactivated, you will not be able to create private appointments.