Understanding Lead Statuses
Learn how to identify new leads, understand what each lead status means, and use kanban tabs to manage leads from first contact through completion.
Your dashboard uses a combination of one automatic status and four kanban tabs to help you manage and organize your leads. Each lead starts in the same place, and you control how it moves through your workflow.
Below is a simple guide to what each status means.
How do I know when a lead is new or already contacted?
Every new lead you receive will display a New pill.
This pill appears until you open the lead details for the first time.
- New pill visible: You have not opened or viewed the lead yet.
- New pill removed: You have opened the lead. After this, the lead behaves like any other lead in your workflow.
This gives you a quick way to see which leads need first contact or review.
What does the lead status mean in my dashboard?
After the New pill is removed, the lead does not have additional automatic statuses. Instead, you organize leads using kanban tabs. You can move leads between tabs at any time to match your workflow.
Here is what each tab represents:
Open Leads
This is your main working queue.
All new leads land here by default after you view them. Use this tab for leads that are ready for outreach or next steps.
In Progress
Move a lead here once you have begun working with the homeowner.
This is ideal for leads that are:
- In conversation
- Waiting for estimates
- Scheduling appointments
- Actively moving toward a job
On Hold
Use this tab for leads that are temporarily paused. This may include:
- Homeowners who want to reconnect later
- Jobs waiting on homeowner decisions or additional information
- Seasonal or weather-dependent work
It lets you keep these leads visible without crowding your active pipeline.
Archived
Archive a lead when it is no longer active.
Common reasons include:
- You were unable to reach the homeowner
- The job was not a fit
- The homeowner chose another provider
- The work is complete and you want to clear it from your active pipeline
Archiving keeps your dashboard clean while preserving all records for future reference.