Each lead and shoot can be assigned a Status. Statuses are a great way to organize 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:

  • New
  • First Reply Sent
  • Follow Up Sent
  • In-Communication
  • Consultation Booked
  • Booking
  • On Hold

To customize your statuses, go to Settings > Automation > 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 which 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: 

  1. Go to the Lead or Shoot > Overview page and click the "Status" dropdown at the top of the page.
  2. Go to the Lead or Shoot List page and click the "Status" dropdown.
  3. 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"). 
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