Lead Statuses Explained
What each status means and when to use it.
LEAD STATUSES EXPLAINED
LGSDR uses four lead statuses to help you track your pipeline.
NEW
A lead has been captured by the AI and no action has been taken yet. All freshly captured leads start with this status.
QUALIFIED
The AI has confirmed that the lead provided a clear need and valid contact information. This is the default status for complete conversations. You can also manually set any lead to Qualified.
CONTACTED
You have reached out to the prospect by phone, email, or text. Mark a lead as Contacted after your first outreach attempt so you know where you left off.
CLOSED
The deal is done — either won (you booked the job) or lost (they went with a competitor). Use this status to keep your pipeline clean.
HOW TO UPDATE A STATUS
Open any lead from the Leads table and use the Status dropdown on the lead detail page. Changes save immediately.
GOOD TO KNOW
There is no separate "Won" and "Lost" status at this time — Closed covers both. If you need to track win rate, use the lead's qualification summary or your own notes.
Does updating a status trigger any automated action?
Not by default. If you have the AI SDR enabled, you can manually trigger a follow-up from the lead detail page regardless of status.