Knowledge Base

Lead Status

Granular status values for contacts in the Lead lifecycle stage — how to track where each prospective member sits in your pipeline.

Lead Status is a built-in HubSpot property that tracks where a prospective member sits in your chapter's recruitment pipeline. It's the second layer of detail beneath Lifecycle Stage — every contact whose Lifecycle Stage is "Lead" should also have a Lead Status set.

The lead-status values

  • New — recently added, no outreach attempted yet.
  • Open — actively being worked; you own the next step.
  • In Progress — deeper engagement underway (multiple touches, event invite sent, etc.).
  • Attempted to Contact — you've reached out but haven't had a response.
  • Connected — you've made live contact and had a real conversation.
  • Open Deal — an application or formal process is actively in motion.
  • Bad Timing — good fit, wrong moment; flag to revisit later.
  • Unqualified — doesn't meet criteria, withdrew, or definitively went cold.

Why we keep it separate from Lifecycle Stage

Lifecycle Stage is a one-way ratchet: Lead → Member → Elumni. Lead Status, by contrast, moves up and down inside the Lead stage until the contact either joins or drops out. Mixing the two creates messy automation — a "Member who is also Qualified" makes no sense and a re-engagement campaign would target them by mistake.

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