Statuses – Knowledge Base

When doing customer outreach, streamline your workflow using the Filter by Status filter in your Smart Lists tab.

There are two types of statuses — automatic and manual statuses.

Automatic Statuses

Status	What it means	When to use it
New Account	This New Account status indicates a new account has been added to a Smart List. These accounts include newly added leads. To manually add a new lead, go to the Smart Lists* page* Click the Leads* tab and click the + Add A New Lead button* Fill in the lead’s information to complete the process	If you’re wondering, “Who are my new accounts?”
No SMS Reply	This No SMS Reply status indicates any account where you sent the last text message — whether or not your customer replied yet. Note: “No SMS Reply” and “SMS in progress” will switch back and forth to give you an idea of who sent the last message.	If you’re wondering, “Who hasn’t replied to my last message?” Think of No SMS Reply* as there’s no reply from them at the moment — gently nudging them might reignite the conversation!*
SMS in Progress	This SMS in Progress status indicates any account where your customer replied to your last text message. Note: “No SMS Reply” and “SMS in progress” will switch back and forth to give you an idea of who sent the last message.	If you’re wondering, “Who do I need to reply to?” Think of SMS In Progress* as your “active conversation alert” — it’s your turn to reply!*

Manual Statuses

Status	What it means	When to use it
Sale in Progress	This Sale in Progress status indicates that a sale is currently in the process of completion. In a customer’s account or an open conversation with them, click Log an Activity Using the Interaction filter, select Call / SMS / Email / In Store The Outcome filter will then show. Select Sale in Progress	If you’re wondering, “Which customers have we not closed yet?”
Satisfied	This Satisfied status indicates that a sale wasn’t made, because the customer is satisfied with the current product or service. In a customer’s account or an open conversation with them, click Log an Activity Using the Interaction filter, select Call / SMS / Email / In Store The Outcome filter will then show. Select No Sale The Explain filter will then show. Select Satisfied	If you’re wondering, “Which customers are satisfied with their current product or service?”
No Sale	This No Sale status indicates that no sale occurred. In a customer’s account or an open conversation with them, click Log an Activity Using the Interaction filter, select Call / SMS / Email / In Store The Outcome filter will then show. Select No Sale	If you’re wondering, “Which conversations did not lead to a sale?”
Sold	This Sold status indicates a completed sale, either through a direct purchase, an activation, or renewal. In a customer’s account or an open conversation with them, click Log an Activity Using the Interaction filter, select Call / SMS / Email / In Store The Outcome filter will then show. Select Sold a Product or Service	If you’re wondering, “Which conversations led to a sale?”
No Answer	This No Answer status indicates that the customer did not answer your phone call. In a customer’s account or an open conversation with them, click Log an Activity Using the Interaction filter, select Call The Outcome filter will then show. Select No Answer	If you’re wondering, “Which customers did not answer my phone call?”
Left a Voicemail	This Left a Voicemail status indicates that the customer did not answer your phone call and you left a voicemail. In a customer’s account or an open conversation with them, tap Log an Activity Using the Interaction filter, select Call The Outcome filter will then show. Select Left a Voicemail	If you’re wondering, “Which customers did I leave a voicemail with?”
Wrong Number	This Wrong Number status indicates that the phone number you dialed does not belong to the intended recipient. In a customer’s account or an open conversation with them, tap Log an Activity Using the Interaction filter, select Call The Outcome filter will then show. Select Wrong Number	If you’re wondering, “Which calls had the wrong phone number?”

Manual Statuses

Related articles