Here is the detailed explanation of each Prospect Status (Type) and Follow-up Status, including their meaning, importance, and what happens when selected.
📌 Prospect Status / Type (Represents sales potential of the lead)
Status
Meaning
Card Color
What Happens in System
Hot
Highly interested and ready to move forward
Orange / Red
Treated as top priority; follow-up frequency is high
Warm
Interested but needs time, more information, or internal approval
Yellow
Regular follow-ups needed
Cold
Low engagement or no clear intent to proceed
Blue
Follow-up at longer intervals; can be dropped if not qualifying. Removed from Followups queue.
DND
Do Not Disturb — prospect has requested no contact
Grey
No further follow-ups; considered inactive unless reactivated manually. Removed from Followups queue.
📌 Follow-up Status (Used to track the outcome of the latest communication)
Status
Meaning
What Happens in System
Pending
Follow-up is planned but not yet done
No action yet; requires a follow-up date to be set
No Response
Prospect didn’t answer or respond to calls/messages
Follow-up continues; set the next follow-up date
Contacted
Successfully made contact with the prospect
Next step depends on the conversation; set the next follow-up if required
Qualifying
Prospect is being evaluated based on needs, fit, and budget
Typically used before ticking qualification checkboxes
Not Interested
Prospect explicitly said they are not interested
You may stop follow-up; optionally change Prospect Type to “Cold” or “DND”. Removed from Followups queue.
Client Not a Fit
Their requirements don’t match your offering
Mark as unqualified; update Prospect Type to “Cold” or “DND”. Removed from Followups queue.
No Budget
Prospect can’t afford the solution right now
No conversion; you may set a follow-up in future if the budget situation changes. Removed from Followups queue.
🔁 Important Note
Follow-up Status and Prospect Type are only used to track progress.
They do not trigger automatic conversion or closure on their own.
Conversion to Opportunity happens only when:
All 3 checkboxes in the Qualify section are selected:
Client needs our services/products
We can serve the client
Client has the budget
And then the user clicks Save on the Follow-Up / Prospect form.
The system shows a confirmation popup: “This prospect will be converted to an opportunity”, and asks for Estimated Cost and Project Description.
On clicking OK, the record is moved to the Opportunity Module.
If Prospect Type is set to Cold or DND, the prospect does not show in Followups.
If Follow-up Status is set to Not Interested, Client Not a Fit, or No Budget, the prospect will not appear in Followups.
