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.
| 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.
| 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.
| 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.
| 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.
| 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.
| 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.
| 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.
| If you’re wondering, “Which calls had the wrong phone number?” |