Each Lead and Shoot can be assigned a Status. Statuses are a great way to keep track of where you are at with your Leads and Shoots. We suggest using statuses as a way to create a linear progression for your Leads and Shoots so you can track your clients as they move through your workflow.
For example, you may use the following statuses to track a lead as they progress:
First Reply Sent
Follow Up Sent
To customize your statuses, go to Settings > Account > Customizable Lists and click edit on the "Lead Statuses" or "Shoot Statuses" section. Here, you can edit and re-arrange (click-and-drag) existing statuses or add new ones.
Each status has:
A name, which is how you'll reference it on a lead or shoot.
A color that will be displayed on a Lead or Shoot for organization at-a-glance.
Initial default statuses for Leads and Shoots
When you add a Lead in Sprout (either manually or through a contact form), the status of that lead will always be initially set to "New", which is a system status created by Sprout.
When you add a shoot in Sprout (either manually or via booking a lead), the status of that shoot will always be initially set to "Booked," which is a system status created by Sprout.
How to change the status of a Lead or Shoot
There are three ways to change the status of a lead or shoot:
Go to the Lead or Shoot > Overview page and click the "Status" dropdown at the top right corner of the page.
Go to the Lead or Shoot List page and click the "Status" dropdown.
A workflow can change a status of a Lead or Shoot as one of the steps (i.e. 5 days after inquiry, set status to "Follow-Up").