The CRM system simplifies your sales process by progressing leads through a series of customizable status states.

Each status state is associated with specific actions to streamline your workflow, such as following up with a lead by phone, scheduling an appointment, sending a proposal, or any other tasks defined by your sales process.

The CRM also offers advanced reporting capabilities, allowing you to track leads across various status states and generate custom reports based on criteria you specify.

For detailed guidance on managing your status states, please refer to our Lead Status Management article. If you need information on the older version, see Status States v1.

Beyond status states, the CRM includes status triggers, which automate specific actions when a lead's status changes or remains unchanged for a defined period.

For instance, when a lead moves to a new status, the system can automatically send an email notification to the lead or a CRM user, assign or unassign users, create a Helpdesk ticket, or execute other supported actions.

For more information on setting up status triggers, please visit our Status Triggers article.