Status overview
[SCREENSHOT: Leads list showing different statuses with color coding]
Open
A new lead that hasn't been actioned yet. This is your call queue. Open leads should be the first thing you work every day.
Contacted
You've reached the homeowner (talked to them live or had a meaningful text exchange). Use this status to track which leads have moved past the first-touch stage. Leaving voicemails doesn't usually count, that's still Open until you actually connect.
Booked
The homeowner has agreed to an appointment. Estimate, on-site quote, consultation. Whatever your sales process calls it. The lead has progressed from a conversation into your calendar.
Quoted
You've delivered a price to the homeowner. They've seen the number. The deal is now in the homeowner's hands while they decide.
Won
You closed the job. Marking leads as Won is the single most important data point you'll track. Your Won count vs your total lead count is your close rate, and it tells you whether your campaign pricing is actually profitable.
Lost
The lead is no longer viable. Either they went with another contractor, the project fell through, or they stopped responding after consistent follow-up. Marking leads as Lost (instead of leaving them sitting) keeps your dashboard clean and your reporting accurate.
The flow
Most leads move through the statuses in order:
Open → Contacted → Booked → Quoted → Won or Lost
Not every lead hits every step. Some go straight from Open to Lost (never picked up the phone). Some skip Booked if you quote over the phone. The status flow is a guide, not a rule. Use whichever status best reflects where the lead actually is.
How to change a lead's status
Open the lead detail page
Click the status field at the top of the page
Select the new status
[SCREENSHOT: Lead detail page with status dropdown open]
Status changes save instantly. If you're using an integration (GoHighLevel or Zapier), you can also send status updates back to LeadSource via inbound webhooks. That way your LeadSource dashboard stays in sync with your CRM automatically. See the Integrations section for setup details.
Why tracking status matters
Two reasons:
1. It tells you what's working. A campaign with a 30% Won rate on $8,000 jobs is dramatically different from one with a 5% Won rate on $2,000 jobs. Tracking status is what lets you see that. Without it, you're guessing.
2. It helps when you talk to us. If you tell us "Phoenix HVAC isn't working," our first question is going to be your status breakdown. The faster you can show us your Contacted, Booked, Quoted, and Won numbers, the faster we can help you tune the campaign. A pile of Open leads with no movement tells us your team isn't working them. A pile of Quoted leads with no Wins tells us your pricing or sales process is the issue. Different problems, different fixes.
Filtering leads by status
In the Leads view, you can filter by status. Common filters:
Open: Your call queue. Start here every morning.
Contacted + Booked: Active follow-up list. These leads need follow-through.
Quoted: Leads waiting on a decision. Great list to review before doing your next round of follow-up calls.
Won: Your wins for the period. Useful for reviewing what's working and what types of leads are profitable.
[SCREENSHOT: Leads list with status filter applied]