Leads & follow-ups
Lead statuses and the pipeline
What each lead status means and how to move leads through the pipeline.
Updated 21 Oct 2026
Every lead has one status:
| Status | Meaning |
|---|---|
| New | Not contacted yet |
| Contacted | First call or message done |
| Interested | Wants to know more |
| Follow-up | Waiting for the next conversation |
| Site visit scheduled / completed | Visit planned or done |
| Negotiation | Discussing price and terms |
| Booked | A unit is booked |
| Lost / Not interested | Closed, with a reason |
Change the status
- Open the lead and click Change status, or
- On Pipeline, drag the lead's card to another column.
When you mark a lead Lost, choose a reason. Manage the list of reasons under Settings → Lead rules → Lost reasons; the reports show which reasons cost you the most leads.