Tracking the Lead Lifecycle Using Statuses
Top Producer helps you track the progress of your sales opportunities through their lifecycle. Using the six statuses outlined below, you will know exactly what stage a lead is in, enabling you to do the following:
Available Contact Statuses
There are six statuses to describe the state of a lead or contact.
Note: If you were previously using the lead workflow, your existing contact and lead statuses will be updated to use the new values (see the third column in the table).
| Status | Description |
How existing contact/lead status values were updated |
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Never contacted. These leads should be contacted right away. This status is automatically assigned to leads received via lead providers and those leads you enter manually. |
No change—leads with a status of New before the update will continue to have this status. |
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Contacted, but not yet qualified. You are not clear of key details, such as how close they are to buying/selling or what their financial status is. |
Former Followed Up leads will be assigned the Engage status. |
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Long-term opportunity. These contacts are not ready to buy or sell in the near future. |
All those that do not fit the criteria described in this column will be assigned the Future status. |
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Short-term opportunity. You are currently working on an opportunity with these contacts. |
Contacts with a former contact status of Hot will be assigned the Active status. Note that lead quality was not used to determine which contacts would be assigned the new Active status. |
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Completed transaction. |
This status will not be assigned to any of your existing contacts. |
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Someone you do business with that is not a client (for example, inspectors, lawyers, etc). |
Former Exclude contacts will be assigned the Non Client status. |
New
Engage
Future
Active
Closed
Non ClientWhen to Assign Specific Statuses
Contact statuses are not automatically updated as you perform specific functions in Top Producer. You decide when to move the lead to the next stage.
Depending on how you do business, there are many different scenarios when you would want to change the status of a contact. The table below provides a few examples of when you may want to assign another status.
| Stage | When to apply another status |
| First contact | You contacted the lead, but didn’t qualify it. Move the status to Engage so you know that you’ve attempted contact. |
| Engaged and qualified | Move the status to Active if they are a short-term opportunity, or Future if they are a long-term opportunity. |
| Actively working on an opportunity | Move the status to Future if the deal falls through, or Closed once the deal is completed. |
Viewing and Changing a Contact's Status
You can view and change a contact’s status from the Contact Record.
- From the main menu, go to Contacts > Contacts Summary.
- Click a contact to open their record.
- In the top right, click the down arrow to assign a new status.
