What is Global Status Flagging?
Global Statuses allow us to standardize property statuses while still giving you the flexibility to create custom statuses based on your business. By flagging the statuses in the categories below, it enables us to track leads as they move through your pipeline and prepare an analytics dashboard for you.
How to Flag Statuses
Select Settings on the left sidebar of your account, then the Global Status tab.
Select the property statuses you use for each category. Any default statuses that are active on your statuses page will automatically be flagged. Custom statuses can be selected in the fields below each Global Status.
Global Status | Definition | Example Property Status |
New Leads | Leads that have just entered your system and haven't been qualified/classified yet | New Lead |
Unqualified Leads | Leads who have indicated interest in selling based on marketing efforts or are otherwise more likely to become a seller than other leads | No Contact New Lead |
Qualified Leads | Opportunities are leads who are potential sellers who are legitimately motivated. | Cold Lead, Warm Lead, Hot Lead |
Lost Deals | Deals which the status changes when you are the one that did not buy the deal, otherwise you lost money | Lost Deal |
Ghosting Leads | Leads that have been ignoring any form of contact | Ghosting Lead |
Dead Leads | Leads which have no opportunity for you to convert due to seller expectations, location, or another indicator unique to your company | Dead Lead |
Why Global Status Flagging Matters
When your statuses are defined, it allows us to display a breakdown of your Lead to Deal Funnel on your Dashboard. You're able to see how the leads progress through your pipeline from first contact to closed deals. This insight helps you identify any drop-offs and bottlenecks in your sales process.
See more on Dashboards here.