Response Status and Workflow

Updated October 31, 2026 183 views

Response Status and Workflow

Responses move through different statuses as you work with them, helping you track your lead pipeline.

Status Types

New (Blue)

Fresh responses that need attention. Highlighted with a blue left border in the list.

Viewed (Gray)

Responses you've opened and reviewed. Automatically set when you view details.

Replied (Green)

Responses where you've sent a reply email. Set when you send a message.

Converted (Purple)

Leads that have been converted. Mark when a response becomes a client or deal.

Archived (Gray, Faded)

Completed or irrelevant responses. Removes from active view.

Spam

Unwanted or fraudulent submissions. Helps filter out bad leads.

Status Flow

Typical progression:

  1. New → Response arrives
  2. Viewed → You review the details
  3. Replied → You send follow-up communication
  4. Converted → Lead becomes a client/deal
  5. Archived → Completed and filed away

Filtering by Status

Use the status dropdown to filter your view:

  • View only new responses needing attention
  • See all replied responses for follow-up
  • Check converted responses for success tracking
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