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Lead Statuses and Their Definitions

Use lead statuses to track, manage, and categorize leads throughout your workflow using Sierra’s built-in status options.

 

Why This Feature Matters

 

 

  • Helps teams standardize lead engagement stages

  • Allows for easy filtering, segmentation, and workflow prioritization

  • Supports visibility into lead progression with status history

  • Enables clear handoffs between team members

 

 

 

 

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

 

 

Q: Can I add or rename lead statuses?

A: No, lead statuses are predefined in Sierra and cannot be customized.

 

Q: Who can see a lead’s status history?

A: Only Primary Managers and Manager-level users.