What is a "Status"?

Statuses in LeadLoft are designed to make it easy to know which leads need to be attended to. This is all handled algorithmically but we've gone ahead and outlined what each status means below.

Quick Overview:

Action Needed: You may want to follow up.
Task Overdue: You should go complete this task.
Engaging: The lead is being engaged.

Detailed Breakdown:

Action Needed: No future activity is scheduled (There's no scheduled or due tasks, no upcoming calendar events, and they're not in a playbook).
Task Overdue: The lead has an active task that is due - if you do nothing, this lead will be forgotten so you should go follow up.
Engaging: The lead is being engaged (There's an upcoming meeting, task scheduled, or they're in a playbook).

If you have additional questions about Statuses, feel free to reach out to our team using the blue chat bubble on the bottom right.
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