Build Lead Status Cadence

Building your Lead Status Cadence is step 1 in the Cadence building process. Lead Status allows you to assign a status that identifies where a contact is in the Cadence and sales pipeline. The Lead Status appears to Callers when an appropriate Result Code is chosen after a call. 

For a complete list of all steps required to build your Cadence, refer to our Cadence Glossary article.

Access the Lead Status Cadence Section

1. Log in to VanillaSoft as an Admin.
   
   

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2. Select the desired Project.
   
   

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3. Open the Quick Setup menu, then the Cadence submenu, and select the Lead Status section.
   
   

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4. Proceed below to the Build Lead Status Cadence section.

Build Lead Status Cadence

1. Enter the first Lead Status name in the Lead Status text field.
   
   

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2. Enter the ascending order number in the Sort Order text field. 
   
   

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3. Click the plus symbol to add the Lead Status.
   
   

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4. Repeat the above steps until all desired Lead Statuses have been added.
   
   

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5. If desired, click the Color box to change the Lead Status color.
   
   

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6. If desired, select a Lead Status as Default.
   
   
   • If no default is desired, ensure No Default is selected.

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7. To configure a Lead Status change notification, select the Notify checkbox.
   
   
   • More information can be found starting on step 4 of our Lead Status Change Notification article.

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8. Once done, click Save.
   

Once the above steps are complete, you can proceed to the Build Result Codes Cadence article for step 2 in your Cadence building process.