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Jaldi’s Lead statuses

Posted
Updated
ByUsman Mukaty

The key to great Sales is communication and organisation.

We’re sure every sales agent has desperately tried to save a contact on their phonebook such as “Mr Khan, Big Investor IMPORTANT” so they don’t forget to keep reaching out to this client. In doing this you’ve created a lead status!

On Jaldi the Lead statuses are:

  • Unqualified (Leads that are not interested or not relevant)
  • Qualified (Leads that show potential and you want to keep following up with)
  • Working Deals (Leads that are at a later stage of conversation with you, and are likely to turn into clients)
  • Deal Closed (individuals who are now your clients!)
  • Future Prospects (Leads who show potential but have asked you to reach out to them at a later date)
  • Did Not Respond (Leads who have not yet responded so you can’t add an obvious status to them)

By using simple Lead statuses you are then able to see all the Leads you have and filter them based on each status.

You can very easily use Jaldi to go to “All Your Leads”, and filter based on qualified, working deal, etc. This gives you the ability to focus on your most valuable Leads.

Jaldi also lets you add tasks on each Lead. This means you get notified every time you need to contact someone again 🥳

If you’re still not on Jaldi, what are you waiting for? Get started today and boost your sales!

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