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How to Effectively Manage Lead Statuses to Boost Team Efficiency

Learn how managing lead statuses can enhance your team's engagement process, streamline workflows, and improve visibility into lead progression.

 

Why This Feature Matters

Managing lead statuses is crucial for maintaining organized and efficient lead engagement. This feature:

  • Helps teams standardize lead engagement stages, ensuring everyone is on the same page.
  • Allows for easy filtering, segmentation, and workflow prioritization, enabling focused efforts on high-priority leads.
  • Supports visibility into lead progression by maintaining status history, facilitating informed decisions.
  • Enables clear handoffs between team members, reducing the chance of miscommunication.

Step-by-Step Instructions

1. Update a Lead’s Status

  • From the Leads Dashboard, click the dropdown arrow next to the lead’s name to choose a new status

  • Or, go to the Lead Detail Page and change the status from the primary contact panel

 

⚠️ Status names and colors are not customizable.

2. Common Lead Status Definitions (Example)

Your team can define custom meanings for each status. Here’s one team’s approach:

  • Blocked – Disables the lead’s login access and blocks incoming calls from the lead’s number (optional to unblock).

  • Additional statuses may be available depending on your setup (e.g., New, Attempted Contact, Nurture, Client, Closed, etc.)

3. View a Lead’s Status History

  • Only available to Primary Managers and Manager-level Users

  • Go to the Lead Detail Page → click the lead’s name field

  • A popup will display:

    • Buyer Agent Status History

    • Listing Agent Status History

    • Lender Status History

    • Who changed it, what it was changed to, and when

     

Best Practices

  • Align with your team to define consistent meanings for each status

  • Use statuses to trigger workflows, assignments, or automations

  • Regularly audit status history for coaching or QA purposes

Troubleshooting Common Issues

Issue: Can’t find a lead’s past status

Solution: Only visible to Managers. Make sure you have the appropriate permissions.

 

Issue: Can’t customize status labels

Solution: Status labels are currently fixed and not customizable in the platform.

 

FAQs

  • Can I add or rename lead statuses?
    • No, lead statuses are predefined in Sierra and cannot be customized.
  • Who can see a lead’s status history?
    • Only Primary Managers and Manager-level users can access this information.