How to Manage Lead Statuses in REsimpli
Step 1: Open the Leads Section
Go to the left-side menu and select Leads.
Step 2: View Lead Categories
REsimpli organizes leads into categories such as:
Active Leads
Warm Leads
Dead Leads
Referred to Agent
Step 3: Review Lead Status Columns
Inside the Active Leads pipeline, leads are organized into status columns representing different stages of the lead lifecycle.
Step 4: Move Leads Between Statuses
To update a lead’s status, you can:
Drag and drop the lead into another column
Use the move option inside the lead card
Step 5: Customize Lead Statuses
Certain lead status columns can be customized to match your workflow.
Fixed categories such as Warm Leads and Dead Leads cannot be modified.
Step 6: Organize Leads by Pipeline Stage
Use lead statuses to track where each lead is within your sales and follow-up process.
Step 7: Contact Support if Needed
Reach out to REsimpli support if you need help managing or customizing lead statuses.