This Lead has been “Contacted” by you and ready to be further qualified or rejected.
Continue attempting to contact the Lead until they become engaged in a conversation; we recommend at least four contact attempts within 30 days.
Once you establish contact with the Lead, checkbox the “Contact Established – Engaged” field by clicking the pencil icon to the right of the field. Then check the box and hit "Save."
If you determine the Lead is “Qualified”, click the “Mark Status as Complete” button (note: please ensure the “Contact Established” field is check boxed first). A Lead is considered “Qualified” if they will be moving forward in a sales process, or you will be keeping them as a marketing contact in your database.
If the Lead was unreachable or not qualified, click the “Reject” button and mark appropriate “Reject Reason.” Note: you can reject a Lead at any point during the lead process.