Leads statuses available in Salesforce
Every lead coming to your company must be qualified. It’s totally up to you which statuses you would like to implement. But there are some already created by default in Salesforce.
The first one is Open. It means that you’ve generated the lead but you haven’t been in touch with the customer yet.
Another one is called Contacted. As it comes out from the name it means that the lead was contacted and some additional data was also specified.
The third one is called Qualified. At this stage the lead already turns into your prospect and you need to proceed with the offer.
In most cases and in most companies qualifying the leads is the marketing task. When marketing qualified the lead it means they’ve created the opportunity. Then it’s been passed to the salesperson, and from this stage it’s his job already to be in touch with this prospect.
There’s another out-of-box status which is called Unqualified. This is the status when marketing says - this is not our prospect. We can’t satisfy his requirements.
We, as fansfactory, always recommend adding one more status, called Potential. It applies effectively when the customer is asking for some specific product, which you don't offer yet, but you either plan to do it or you consider adding it to your portfolio in the near future.
This is the standard Salesforce object which helps to monitor activities related to it, like recording received or sent emails, phone calls, online or personal meetings. What's very important here is after making such conversion all these activities are automatically transferred to newly created records. It means that if you convert this lead into an intercontact account, and possibly also into opportunity, then all activities which you have performed with this lead are now associated to this newly created record. So you don't lose them.