Statuses, sources, and tags
Lead statuses
Section titled “Lead statuses”| Status | Use when |
|---|---|
new | No outreach attempt has started |
attempting | Outreach is in progress |
no_answer | Latest attempt was unanswered |
callback_requested | Contact requested another time |
connected | A conversation occurred |
interested | Interest was expressed |
not_interested | Contact declined |
qualified | Qualification criteria were met |
converted | Desired business outcome completed |
junk_dnc | Invalid, junk, or do-not-contact |
Contact sources
Section titled “Contact sources”Supported normalized values are manual_entry, excel_upload, whatsapp, meta_ads, google_sheets, indiamart, justdial, crm_webhook, and other.
Tags are reusable labels, not a replacement for lead status. Use them for product interest, region, campaign cohort, intent, or automation routing.
- Select tags from the workspace tag catalog.
- Bulk assignment records the operation.
- Structured assignments retain source, actor, and timestamp.
- Tag history makes additions and removals auditable.
- Legacy tag arrays may still appear on older records.
For predictable automation, use a stable tag vocabulary such as demo-request, north-region, and high-intent; avoid spelling variants for the same concept.