Statuses track where each customer enquiry is up to and can be used as filters. Some statuses update automatically. For example, viewing a new lead or connection changes it to 'In progress'.
You can set 'Action needed', 'Completed' and 'Cancelled' in the lead detail view in Portal.
| Section | Description |
| All | All leads |
| New | Leads that have not been read |
| Action needed | Items needing attention. Set manually or triggered automatically by:
|
| In progress | Ongoing leads (not completed or cancelled) |
| Completed | Marked as complete |
| Cancelled | Cancelled by you or the customer |