Introduction
This guide explains how to update a lead’s status in your lead dashboard and what each lead status represents. Keeping your lead statuses up to date helps your team track progress, refine campaigns, and provide valuable feedback to partners.
How to Update a Lead Status
Go to the Leads Dashboard
In the left-hand sidebar, select Leads to open your lead dashboard.Locate the Lead Status Column
Find the Lead Status column in the table. Each lead will have a current status displayed.Open the Status Menu
Click the dropdown next to the lead’s current status. A list of available statuses will appear.Select the Appropriate Status
Choose the new status that best represents where the lead is in the sales process.Add a Note
Provide more information on the status for your partner/channel account manager
Click Save
Note: The initial status, New Lead, is assigned automatically when a lead is first generated from LinkedIn.
Lead Status Definitions
Status | Description |
New Lead | Automatically assigned when a new lead is created. |
Qualified (Based on Targeting) | The lead matches your target account criteria such as job title, location, and company information. You have not started outreach |
Contacting | A sales team member is reaching out to schedule a meeting or further qualify the lead. |
Meeting Booked | A meeting has been scheduled with the lead. |
Met/Connected | The sales team has had a conversation with the lead. |
Open Opportunity | The lead is part of an active deal or pipeline opportunity. At this point you should also be registering the deal in your partner portal. |
Closed Won | The lead has converted into a customer, typically with revenue associated. |
Closed Lost | The deal did not convert, and no further outreach is planned. |
Do Not Contact | The lead requested no further outreach. |
Unqualified | The lead does not match your key target audience criteria. |
Existing Customer | The lead is already a customer and does not require follow-up. |
Automatic Updates
New Lead is assigned automatically when a lead is generated.
Met/Connected can update automatically if your email and calendar are connected to Relevize. When a meeting is detected with a lead’s email on your connected calendar, the system updates the status for you.
Why Keeping Lead Statuses Updated Matters
Partner support: Ensures partner teams have a clear view of follow-up and can reach out to help support on lead outreach or open opportunities.
Campaign optimization: Helps the digital strategy team refine targeting and improve campaign performance.
Partner reporting: Provides visibility to partners on meetings, opportunities, and ROI so they can continue to invest in paid social campaigns.