Lead Status	Definition/Description
New	Leads that are just purchased by an agent
First Call	Agent Made a first call to the lead
Second Call	Agent made a second call to the lead
Third Call	Agent made a third call to the lead
Voicemail	Agent left a voicemail for the lead
Text	Agent sent a text to the lead
Door Knock	Agent unable to connect on the phone; Planning a door knock
Appointment	Agent has set an appointment with the lead
Submitted	A policy has been submitted for the lead
Sold	A policy was sold to the lead
Closed	No policy was put in place and no follow up is possible
Declined	Client refused coverage
Follow Up	Client is interest to buy the policy in the future. An agent may want to follow up with the client at a later date
Lapsed	The policy has lapsed ( e.g. expired /terminated policy)
Dormant	Have not become a lead yet. If agents place leads in this status, they won't be able to find them again on ‘Manage Leads’ screen
Credit Requested	A refund has been requested for a qualifying reason
Archive	Agent no longer wants to see the lead in their daily list of leads.
Deleted	Leads should be requested to be suppressed and they will no longer be visible to agents.