Lead Statuses

Lead Statuses

Lead status provides direction and insight into where a lead is positioned in the lead cycle (from form to purchase). Lead statuses are extremely important and are to be used as a tool for ECs to manage their lead pipeline. At a quick glance, lead statuses help to tell a story about the state that a lead is in.

Lead statuses are organized into a few buckets:

1. Active Leads - leads that have expressed interest in enrolling in SL courses

   • HOT

   • WARM

   • COLD

2. Attempting Leads - leads we are actively calling to make the first touch point.

• NEW

• Attempt 1

• Attempt 2

• Attempt 3

• Attempt 4

• Attempt 5

3. Inactive Leads - leads we have never spoken to or who are uninterested or ineligible from enrolling in SL courses

• Not Contacted

• Not Interested

• Incomplete

• BAD

• Do Not Call

4. Business Leads - leads that are business relationships either partner reps or business reps interested in SL

• Advocate

• Bulk Contact

5. Student Leads - current or previous students who have purchased a SL course at least once

• ENR

• INDP

• Duplicate

• Alumni

Archived Lead Statuses

These are OLD lead statuses that exist in the legacy version of our CRM system. Use this as a reference as needed for older leads in Zoho.