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Lead Status ✔

Interpret and filter lead statuses on the Leads page to quickly see where each lead stands and act on it.

Statuses on the Leads page help you immediately understand the critical details of a Lead. They are automatically set by information you input into SingleOps, and designed to help you action Leads quickly. You can also filter by Lead Status(es) on the Leads page!

Status

Description

Estimate Unscheduled

Client has been confirmed, which means a SingleOps User in the account created the Lead, or if the Lead came in via Client Portal or API, the Lead has "been confirmed".

The Lead has a confirmed client, but is missing at least one of the following: a Task, a Task with start and stop times, or a Visit Location.

⚠️ Notes:

  • If you have a task that is scheduled for a specific day on the Calendar/Route Planner, but the lead has no Visit Location, the status will show as "Estimate Unscheduled".

  • A lead needs to have a "Visit Location" in order for the Status column to update to "Estimate Scheduled".

  • If a task is scheduled but the lead still shows Estimate Unscheduled, open the lead, confirm a Visit Location/address is entered, then save the lead.

Estimate Scheduled

Client has been confirmed (same as above). The Lead has a confirmed client, at least one Task with start and stop times, and a Visit Location.

⚠️ Note:

  • If user adds another Task and schedules, it will stay in the scheduled state.

  • Scheduling text will only reference the first scheduled Task.

Unconfirmed Client

A lead from a new client added from the Client Portal (or via API) that has not been confirmed by any SingleOps User in the account.

A SingleOps user must edit the lead and confirm the client before the lead can move out of Unconfirmed Client. Its next status depends on its task and Visit Location details.

Stale

Lead has not been converted to a Proposal within [x] days, where x is specified in the Account Settings. You will be reminded that this Lead has not been converted to a Proposal after that number of days.


⚠️ The number of days is auto set to 30 days for any account that has not set it.

To set how many days until the Lead becomes Stale

  1. Navigate to

    Setup > Account Settings > Jobs

  2. Find 'How many days until a lead is stale?'

  3. Enter preferred number of days.

  4. Click Update Settings when finished.

On Hold

The Lead has been manually marked as "On Hold" by a SingleOps User on the account.

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