Update a lead's status

Every lead moves through a pipeline of statuses — New, Follow-up, Qualified, Site visit scheduled, Site visit done, Negotiation, Booked — or ends as Lost or Invalid. Each status has outcomes (sub-statuses) such as Not answered / RNR, Call back requested or Budget mismatch.

Use the status sheet

1. 1
   On a lead, choose Update status (or drag the lead on the board).
2. 2
   Pick the status.
3. 3
   Pick the outcome.
4. 4
   Fill in only what that outcome asks for — a follow-up time, a visit slot with the project or listings, a note, the reason it was lost, the deal value. What is still missing is listed before you save.
5. 5
   Save.

What happens when you save

• The status change is recorded on the lead’s timeline with who changed it and when.
• If you just called the lead, the outcome is linked to that call.
• Site visit scheduled creates the visit; Booked or Token received opens the deal form.
• Automations and follow-up plans react — for example, a plan pauses when a visit is booked.

Pipelines are yours to shape

Admins change statuses, outcomes, colours, required fields and automatic follow-ups in Settings → Leads → Pipelines & statuses. Every company starts with pipelines for buyers, tenants, owners (listing acquisition) and project sales.