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There are many ways to set up Close for your unique organization or sales process. We recommend customizing some main areas within the tool before you begin to sell.
In this section, we'll show you how to use Lead Statuses, Opportunity Statuses, and Custom Fields to build out your team structure and sales process in Close.
Defining Lead Statuses
Lead Statuses represent a Lead's current relationship to your company. You will notice that we have pre-loaded some commonly-used Lead Statuses into your Close account as examples. These can be changed to reflect your team’s specific sales process.
Close Pro Tip: Learn how to Create a Sales Process
Are you still developing your sales process? If your answer is yes, we recommend starting out with high-level Lead Statuses. As you build out and refine your sales process, you can update your customizations to reflect the changes.
Check out these helpful blog articles about building a sales process:
Example Outbound Statuses
- Potential: A Lead that may or may not have been contacted, but no meaningful discussion has taken place.
- Interested: A Lead that has been contacted, and has expressed initial interest, but not been qualified.
- Qualified: A Lead that is qualified to purchase the organization's products or services.
- Customer: A Lead that had purchased your products or services
- Not Interested: A Lead that has expressed a lack of interest in your product or services.
- Bad Fit: A Lead that has been deemed not a good fit for the organization's products or services.
Example Inbound SaaS Statuses
- Trial: Leads that are currently in a free trial for a product
- Trial Expired: Leads that completed a free trial but never converted.
- Customer: A Lead that is a current customer of your service.
- Canceled: A previously paying customer that canceled the service.
- Bad Fit: A Lead that has been deemed not a good fit for the organization's services.
For Inbound + Outbound sales the two example Statuses can be combined.
Creating Lead Statuses
To add or edit a Lead Status in Close, click on your name in the top left corner of your account, then select Settings > Lead Customization > Statuses.
If you are renaming a Lead Status that already has Leads assigned, they will automatically be updated with the new status. Don’t forget to update your Smart View search queries to match the new Lead Status!
To reorder your list, simply drag and drop the Lead Statuses names into the correct order.
Bulk updating Lead Statuses
Update a Lead Status in bulk for a list of Leads by using the Bulk Editing tool on the Leads page as shown below:
Deleting Lead Statuses
To delete a Lead Status, navigate to the Customization > Statuses section under Settings again. Click the trash can icon next to the Lead Status to delete.
If there are Leads currently assigned to the Status you are deleting, Close will prompt you to select a new Lead Status to assign. Select the new Status from the dropdown menu and click Delete.
FAQs
Lead Status Defined
Lead status is used by the salesperson who is in the process of working with the prospect. These statuses are intended to help the sales team stay organized. Typically, the status immediately after "Prospect" is set by either marketing automation or sales.
What are the 3 lead types? ›
Different Types of Leads
- Cold lead (CL). ...
- Marketing qualified lead (MQL). ...
- Sales qualified lead (SQL).
The 7 Steps of Lead Generation
- Research Your Target Market. ...
- Create Engaging Content. ...
- Promote Content Across Your Business Channels. ...
- Nurture Existing Leads. ...
- Score Leads. ...
- Pass Leads to Your Sales Team. ...
- Evaluate Your Lead Generation Process.
The Lead Status property describes the sub-stages within a Sales Qualified Lead lifecycle stage. The default Lead Status options are: New. Open. In Progress.
What are the 5 leads? ›
5-lead monitoring is the same as three-lead monitoring, but with two additional electrodes that enable the monitoring of extra leads and help improve ST elevation readings (Cables and Sensors 2016). It is able to monitor the leads I, II, III, aVR, aVL, aVF and V (Phillips 2019).
What are the lead levels? ›
In adults, a blood lead level of 5 µg/dL or 0.24 µmol/L or above is considered elevated. Treatment may be recommended if: Your blood lead level is greater than 80 µg/dL or 3.86 µmol/L. You have symptoms of lead poisoning and your blood lead level is greater than 40 µg/dL or 1.93 µmol/L.
What are the five major stages of lead management? ›
What are the five major stages of lead management? There are five steps to consider when managing leads: generating leads, qualifying their fit, nurturing them, scoring their potential, guiding them through the sales funnel and reviewing success metrics for conversions.
What are the four stages of leading? ›
These stages are Forming, Storming, Norming and Performing.
What is a lead lifecycle? ›
– The lead lifecycle is the journey that a potential customer takes from the moment they first become aware of your business to the moment they become a paying customer. – Generally, the lead lifecycle is broken down into five stages including, annoymous visitor, lead, opportunity, customer and adovcate.
What are the stages of lead status in Salesforce? ›
The 6 essential Salesforce lead status options that every company should use are:
- Raw.
- Assigned.
- Working. - disposition -
- Qualified (now)
- Nurture (not now)
- Unqualified (never)
A product life cycle is the amount of time a product goes from being introduced into the market until it's taken off the shelves. There are four stages in a product's life cycle—introduction, growth, maturity, and decline.
What is lead ranking system? ›
Lead scoring is an objective ranking of one sales lead against another. It not only helps align the right follow-up to the corresponding inquiry, it also helps marketing and sales professionals identify where each prospect is in the buying process.
What are the different states of lead? ›
The common oxidation states of lead are the +2 oxidation state, Pb(II), and the +4 oxidation state, Pb(IV). The common isotopes of lead are Lead-204, Lead-206, Lead-207, and Lead-208.
What are the different grades of lead? ›
The five most common grades of hardness in pencil lead: 2B, B, HB, H and 2H and they run in that order, with 2B being the darkest imprint, HB being the middle of the road (used in just about every school in the world) and 2H giving you the lightest imprint of the five grades. That's all there is to it.
What are the 3 different groups of leads? ›
3 Main Types of Leads
- Information Qualified Lead (IQL) – Cold Lead. In the early stages of interacting with your customers, companies are often given contact information in exchange for freebies, promotional offers, or relevant information. ...
- Marketing Qualified Lead (MQL) – Warm Lead. ...
- Sales Qualified Lead (SQL) – Hot Lead.
