Contact statuses explained

A contact's Status tells you where they stand in your sales process. Keeping it up to date powers your pipeline tabs, filters, and reports. Set the status from the Quick Actions card on the contact's detail page.

The statuses

• Qualified — a vetted lead worth pursuing. New contacts start here by default.
• Interested — actively engaged and showing buying interest.
• In Follow Up — you're nurturing them with follow-ups.
• Not Interested — they've indicated they're not a fit right now.
• Dormant — gone quiet; parked for now but not rejected.

How status is set

• New contacts default to Qualified.
• You can change the status any time from Quick Actions on the contact detail page.
• Statuses drive the pipeline tabs — for example, marking a contact In Follow Up moves them into that tab.

Note: Contacts you decline during Inbox review are handled separately as rejected and aren't part of the statuses you set manually here. See Reviewing flagged demo requests.