Using Lead Status

Every contact in DmTracker has a Lead Status that tells you the sales outcome at a glance. This guide explains what each status means, how to change it, and how to use it alongside conversation status and pipeline stages for a complete view of your leads.

Lead statuses are fixed — you cannot add, remove, or rename them. This keeps reporting consistent across your entire organization.

What it means: This lead is still active and in progress. No final outcome has been determined yet.

Every new contact starts with the Open status by default. A contact stays Open as long as you are still working them, whether they are in the Outreach Sent stage or in Meeting Booked.

What it means: This lead converted successfully. The deal is done.

Mark a contact as Won when they have completed the desired action — purchased your product, signed up for your service, or whatever your conversion goal is. Won contacts stay in the pipeline for reporting purposes but are clearly marked as successes.

What it means: This lead did not convert and the opportunity is closed.

Use Lost for leads who explicitly declined, chose a competitor, or otherwise ended the conversation without converting. This is different from Abandoned — Lost means the lead actively said no or the deal fell through.

What it means: You chose to stop pursuing this lead.

Abandoned is for leads that went cold and you have decided not to follow up further. Maybe they stopped responding after multiple attempts, or you determined they were not a good fit. The key difference from Lost: Abandoned is your decision to stop, while Lost is the lead's decision not to convert.

Tip: Be intentional about the distinction between Lost and Abandoned. It matters for your reporting. If you want to measure your actual close rate, you need to know how many leads said no (Lost) versus how many you let go (Abandoned).

You can also automate lead status changes based on pipeline stage changes. For example, you might set up a rule that automatically marks a contact as Won when they are moved to the Closed stage. See the Smart Automations guide for setup instructions.

Update lead status programmatically using the API endpoint:

Provide the contact ID (or ManyChat ID) and the new status value (open, won, lost, or abandoned). You can also update the pipeline stage in the same call. API-triggered changes are recorded in the activity log as "via API." See the API Endpoints Reference for full details.

DM Tracker has two separate status systems. Understanding the difference is important for filtering and reporting.

A contact can have any combination. For example, a contact might have a conversation status of "Replied" and a lead status of "Open" — meaning they responded to your message and you are still working the deal.

Tip: The filter previously labeled just "Status" has been renamed to Conversation Status to avoid confusion with the new Lead Status filter. The functionality has not changed, only the label.

You can filter contacts by lead status across DmTracker:

Combine lead status filters with other filters for powerful views. For example:

Lead status badges appear in two places:

The badge colors are consistent everywhere:

These badges give your team instant visual feedback without needing to open each contact's details.

Keep Open contacts moving. A large number of Open contacts with no recent activity suggests leads that should be marked as Abandoned or re-engaged.

Review Lost and Abandoned regularly. These contacts are valuable learning opportunities. Look for patterns, are leads dropping off at a particular stage? That might indicate a process issue.

Use automations for consistency. If your team sometimes forgets to update lead status after moving a contact to a final stage, smart automations can handle it automatically. This keeps your data clean without extra effort.

Do not overthink Won vs. Lost vs. Abandoned. If a lead goes completely silent, mark them Abandoned after your follow-up sequence ends. Reserve Lost for leads who actively declined.