Lead Statuses, Sources and Tags
Keep lead classification consistent so that the pipeline, ownership and reporting reflect the same sales process.
Give each field one job
A lead status describes the current stage, a source records how the enquiry arrived and a tag can provide an additional label where that control is available. Avoid using all three as interchangeable descriptions. Agree the meaning of each status and the point at which staff should move a lead into or out of it.
Maintain a shared vocabulary
Review existing values before adding a new one. Similar labels can fragment reports and make filters misleading. Use the current status and source configuration guides, then verify how the agreed values appear in the lead list and Kanban view. Apply tags consistently and review their visibility in the controls your workspace exposes.
Check the result in a real workflow
Follow a representative lead through assignment, qualification and the next stage. Confirm that the source remains meaningful when the status changes and that the responsible person can locate the lead with the intended filters. Do not change historical classifications in bulk merely to make a dashboard look cleaner.
Checks before you finish
- Define entry and exit criteria for every active pipeline status.
- Review existing sources before introducing a similar new label.
- Confirm that filters and reports use the values your team agreed.