How to update a lead's stage and status
Last updated: 2 Nov 2026
Stage shows how interested a buyer is. Status shows where the deal stands. New leads start as Hot and Open.
Steps
- Open /leads and click a lead.
- Under Stage, choose Hot, Warm or Cold.
- Under Status, choose Open, Contacted, Won or Lost.
- Use the filters at the top to see only Hot, Won and so on.
Common mistakes
- Leaving every lead as Open. You lose track of real deals.
- Marking a lead Lost too early. If the buyer writes again, it opens as Hot again.