Move a lead through its stages
New, Talking, Quoted, Won and Lost: what each lead stage means and how to change it on the website or in the app.
- In the business app
- On business.zinola.in
Updated
Every lead has a stage, so you and your team can see at a glance which customers still need you. There are five: New, Talking, Quoted, Won and Lost.
| Stage | What it means |
|---|---|
| New | Nobody has answered or moved it yet |
| Talking | You're in touch with the customer |
| Quoted | You've sent them a price |
| Won | They hired you |
| Lost | It didn't happen |
Change a lead's stage
Open the lead
Go to Leads and tap it.Pick the new stage
On the website, use the buttons beside Move to. In the app, tap a chip under Stage.
You don't always need to do this yourself. Sending the first reply moves a New lead to Talking automatically.
Why stages matter
- The numbers at the top of the Leads tab count leads by stage, including Won this month.
- On the website, won and lost leads fade in the list, so open work stands out.
- Your whole team sees the same stage, so two people don't call the same customer.
Related: The Leads tab and Reply to a lead.
Common questions
How do I mark a lead as won on Zinola?
Open the lead and choose Won, under Move to on the website or under Stage in the app.
Does a lead move to Talking by itself?
Yes. When you send the first reply, a New lead moves to Talking.
Does the customer see the stage of their lead?
No. Stages are only for you and your team.
Related articles
- Find your way around the Leads tabWhat the numbers at the top of the Leads tab mean, and how to filter enquiries by channel or date on the website and the app.
- Reply to a leadAnswer an enquiry from the Leads tab. Your reply goes by email, SMS, Zinola chat or back on WhatsApp, Instagram or Messenger.
- Save a note on a leadWhen a lead left no phone or email, what you write is saved as an internal note only your team can see.