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Update Lead Status

Purpose​

Lead status shows where each enquiry stands in the admission journey. Use it to keep your team informed and to track whether a lead is new, contacted, interested, not interested, or converted.

Steps​

Step 1​

Open the lead record that you want to update.

Step 2​

Find the current status field on the lead details page.

Step 3​

Choose the correct status based on the latest discussion, such as New, Contacted, Interested, Demo Scheduled, Not Interested, or Admitted.

Step 4​

Add a short note explaining the reason for the status change and save the record.

Screenshot​

Screenshot

Tips​

  • Keep status names consistent so reports remain accurate.
  • Do not leave old leads marked as New after the first call.
  • If a student joins, update the status before starting the admission process.