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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

Image

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".
This Lead does not have any Task associated with it, or it does have a Task associated but has not been scheduled (i.e. no start and stop times) with a location specified.

*Note:

  • 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".

Estimate Scheduled

Client has been confirmed (same as above).
Lead has 1+ Task associated with it and that Task has been scheduled (i.e., has start and stop times) as well as a location specified.

*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 User must Edit Lead and confirm the Client to shift the status to Unscheduled.

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 this amount of days.
*Note: 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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