Lead status is the exact indicator of how much work has been carried out on a lead and what its current position is. You can see the lead status with all the leads at “Manage Leads” section. This status is saved by the user (you or your agency staff) and can be selected from a drop down list at “Logs and Tasks” tab in the Manage Clients section. Every time some action is taken on the lead, the status can be changed accordingly. The following type of leads statuses have been pre-defined within the system:
New: Indicates it’s a new lead and no work has been done on it as yet.
Contacted Client: Indicates that the client who sent the inquiry was contacted by the staff member handling the lead.
Sent Availability List: Shows that the staff member has determined the exact requirements from the client and has already sent the list of available and interested properties to the client via e-mail or other means.
Followed Up: Indicates that the staff member has followed up with the client after the initial communication. For example a staff member could have sent the list of available properties to the client but never got any response, the next likely step would be to follow up with the client regarding their inquiry.
Meeting Arranged: Shows that the staff member has arranged a one to one meeting the client on a particular date.
Meeting Done: Shows that the client and the staff handling the lead had a successful meeting.
Result: Indicates that the all possible work on the lead has been done and a specific outcome has been reached. For example the lead got converted into a sale or a particular property was rented out by the client or the client changed their mind and is no longer interested etc.
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