Lead Statuses

Lead status is the title you put on a lead, or groups of leads, in order to plan actions and to improve work-flow. Your CRM lead status identifies exactly where in the sales process your lead is located. The lead status values you’ve applied to a particular lead also allows you to filter your searches more easily.

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Improved Lead Management

If you’re dealing with a lot of leads – and we hope you will be – it’s easy to get lost in a large database. Lead status best practice is to assign a ‘status’ to each lead, allowing you to filter your leads and work with the ones most relevant to your needs

Duplicates List

Default Statuses

As a default setting in your Teamgate CRM, every new lead is assigned with a sales status as ‘New’. Every lead which has not already been converted to a deal, is assigned as being ‘Unqualified’. That makes things pretty simple, right?

Contact Duplicates Filtering

Custom Statuses

Sometimes, with new leads you just don’t have enough data to assign the lead to a default status. That’s where the Teamgate CRMs default status setting is useful. Regardless of the sales status, Teamgate allows you to create multiple custom lead statuses. These custom statuses work in the same way as the defaults – letting you filter and search your contacts, and improve your lead management. With custom statuses you can assign such lead status values as ‘Working’, ‘Unanswered Call’, ‘ hot lead, ‘very hot lead’, or ‘awaiting response’. It’s entirely up to you, and aligned to the process you choose to use.

Merging of Duplicates

Bulk Actions

With Teamgate, you can change lead statuses using bulk actions. It is useful when working with a large amount of leads at the time. For example, you can import a database and add a certain status on particular leads by first filtering them and then applying the status in bulk.

Duplicates checking imported contacts

Unqualification Reasons

Unfortunately, not all leads are converted to deals, and remain within the leads section.
In order to stop unqualified leads mingling with real leads, use lead status values to identify the difference. Avoid confusing, but also allowing unqualified leads to be recycled easily when the time is right. When assigning a lead with an unqualified status, don’t forget to identify the reason. This reason can help to vastly improve your entire future sales process.

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Hi, I'm Andrew, CEO here at Teamgate. Myself and my team pride ourselves in ensuring that our customers are powered to unlock their true sales potential. Speak with our team today so that we can learn more about your business and sales goals, and how Teamgate can be effectively utilized to help you grow faster.