Training Video: https://www.loom.com/share/49a3674d0de94237ae7fa9045282031c?sid=468530bb-9f48-4379-8d77-577d7e26abfd
Lead Status Overview
- Open: All leads start here if they are interested and we haven’t connected with them
- Warm lead: Use if we connect and they do not state they are not considering enrollment
- Sales qualified: Use if we connect and they express concrete interest in specific programs or dates with a clear intent to enroll
- Enrolled-2024: Should update when a lead enrolls into a program, use manually if you catch any that need this status
- Not Interested-2024: Use if client expresses that they do not plan to enroll this year.
- Interested-2025: Showed specific interest in doing a 2025 program
- Disqualified - Not interested in Rustic Pathways services or program offering at all