Want to add more granularity to your lead management? Sub-statuses in The Layer help you drill down into the exact stage of a lead, tailored to your processes. Let’s explore how this works and how you can configure it to your advantage! 🔍
Understanding Lead Statuses and Sub-Statuses
Within The Layer, there are four fixed lead statuses:
New 🔄 – Fresh leads waiting to be actioned.
Contacted 🔐 – Leads you’ve reached out to.
Qualified ✔️ – Leads that meet your criteria.
Disqualified 🚫 – Leads you’ve decided not to pursue.
To provide more detailed tracking, you can assign sub-statuses to these main statuses. Sub-statuses offer customisation and clarity, reflecting your unique lead journey.
Why Use Sub-Statuses?
Enhanced visibility: Know exactly where a lead is in your sales funnel. 🔎
Personalisation: Align lead tracking with your specific workflows.
Flexibility: Create sub-statuses for each main status independently. Need the same sub-status across multiple main statuses? No problem – create it separately for each one! ♻️
Configuring Sub-Statuses
Here’s how to get started:
Go to Lead Status Settings
Navigate to Settings ➡️ Lead Status in The Layer. 🔧
View Main Statuses
You’ll see a list of the four fixed lead statuses: New, Contacted, Qualified, and Disqualified.
Create, Edit, or Delete Sub-Statuses
Use the + icon to add a new sub-status.
Click the pencil icon to edit an existing sub-status.
Hit the X icon to remove a sub-status you no longer need.
Assign Sub-Statuses
Attach sub-statuses to the relevant main status to match your processes.
Where Do Sub-Statuses Appear?
Lead Records: Sub-statuses are accessible from the Home tab of each lead record. 🗒
Work Stacks: They show up in lead work stacks, giving a quick view of lead progress. ⌚
Reports: Track sub-statuses in detailed reports, such as the All Leads report, for actionable insights. 📊
Pro Tips 💡
Use intuitive naming for sub-statuses to ensure clarity across your team.
Regularly review and update sub-statuses to align with evolving processes.
Leverage sub-status data in reports to refine your lead management strategy.
Need Help?
If you’re unsure how to set up or optimise sub-statuses, feel free to reach out to our support team. We’re here to help you make the most of The Layer! 🌐