Lead Status Workflow (Pre-Booking)
Pre-booking leads move through a qualification pipeline as you evaluate and convert them.
Status Stages
1. New
- Lead just submitted the form
- Hasn't been reviewed yet
- Action: Review and assess fit
2. Contacted
- You've reached out to the lead
- Initial conversation started
- Action: Schedule a call or send proposal
3. Qualified
- Lead is a good fit for your services
- Discussing scope and pricing
- Action: Send proposal or contract
4. Won
- Lead converted to a client
- Contract signed or payment received
- Action: Move to post-booking intake (if needed)
5. Lost
- Lead didn't convert
- Not a fit, went elsewhere, or went silent
- Action: Note the reason for future reference
Changing Status
- Click on any lead in the pipeline
- Use the Status dropdown in the details panel
- Select the new status
- Status change is saved automatically
Best Practices
- Move leads promptly — Update status as conversations progress
- Don't skip stages — Track each step for accurate reporting
- Mark lost leads — Helps understand your conversion rate
- Add notes — Document why status changed
Automation Ideas
- When a lead scores 80+, prioritize for immediate outreach
- Set a reminder if a lead stays in "Contacted" for 3+ days
- Review "New" leads within 24 hours
Tip: Your pipeline status helps you understand where leads get stuck in your sales process.