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How to Set Lead Statuses For Contacts

  1. On the left navigation, click Leads & Contacts > Contacts.
  2. Use the search bar to quickly find your contact(s).
    • Search by name, email, or phone number.
  3. Select the name of the contact. 
  4. Next to Profile Details, click Edit.
  5. Scroll down to Lead Status.
  6. Change the status of the contact to one of the following: 
    • New - A newer contact record with no color. 
    • Hot - Indicated by red. 
    • Medium - Indicated by orange.
    • Cool - Indicated by blue.
    • Convert - Indicated by green.
    • Bad Information - Indicated by gray. 
  7. Click Save to continue. 
  8. The contact now has a color next to their name on the contact list page. The color comes from the status you chose above. 




Tip
You can filter contacts by their lead statuses. 

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