A contact's lead status tells you where they are in your sales process. Cloziq updates it automatically as the conversation moves along, so you can see at a glance who is just starting, who is ready to buy, and who needs you. There are twelve statuses, and once you know them, your whole pipeline reads like a story.
On the way in
- Prospect: they have interacted with your content or triggered a DM, but have not entered a sales conversation yet.
- Active Conversation: they are talking with one of your agents right now.
Moving through the middle
- Qualified: the agent decided they are a genuine fit for your offer.
- Awaiting Purchase: a checkout link went out and Cloziq is waiting for the payment to land.
- Awaiting Booking: booking is underway and Cloziq is waiting for them to lock in a time.
The finish lines
- Customer: they completed a purchase. This one is backed by the actual payment, so when you see it, the money is real.
- Call Booked: they scheduled a call.
- Link Sent: a direct-conversion initiative delivered a link to an external checkout or booking page. Since the outcome happens outside Cloziq, this is the final tracked stage for that conversation.
The exits
- Disqualified: not a fit, based on your agent's rules, or someone who only wanted to derail the conversation. This is also where people land when they explicitly ask to be left alone, with a "stop messaging me" or "not interested", in which case the agent ends the conversation without replying. There is no separate opted-out status, so read Disqualified as "we are not talking to this person any more" rather than purely "not qualified". See When a prospect opts out.
- Lost Lead: they went quiet and your inactivity timeout ran out.
The "you're up" statuses
- Needs Human Intervention: the agent decided a person should take over and flagged them for you. These are the first ones to look at every day.
- Interrupted: the automated conversation was halted by a human. This can happen from any stage: you replied to the prospect yourself, you clicked Stop Sales Conversation, or messages simply could not be delivered anymore.
How a contact moves through them
A typical journey runs Prospect, then Active Conversation, then Qualified, and on to Customer or Call Booked. Not everyone takes the straight path. Some get Disqualified, some drift off and become Lost Leads, and some get flagged for you along the way.
One thing worth knowing: the finish lines and exits are final for that conversation. The agent will not quietly reopen a closed conversation. If you want it to be able to engage that person again fresh, use Allow New Sales Conversation on the contact; see Letting the agent re-engage a contact.
Tips
- Filter your contacts by status to work a specific group, like everyone Qualified who has not bought yet.
- Needs Human Intervention is your priority list. Check it daily.
- After a purchase or booking, the agent hangs around that thread for about half a day to answer wrap-up questions before the conversation closes for good.