Tracking lead status is essential to knowing where each inquiry stands in your follow-up process — and MIZO CRM makes it simple and effective.

Here’s how you can monitor and manage every lead with clarity :

✷ Custom Lead Statuses

In MIZO CRM, you can define your own lead stages to match your workflow. Common examples include :

🔹New
🔹In Progress
🔹Follow-Up
🔹Interested
🔹Converted
🔹Not Responding

Each lead’s status can be updated manually as they move through your sales funnel — ensuring your team always knows what to do next.

✷ Status-Based Filters
You can filter leads by status from the dashboard to focus on what matters :

🔹View only “New” leads for today
🔹Filter “Follow-Up” leads to take action
🔹Review “Converted” or “Dropped” leads for reports
🔹This helps you prioritize your daily calls, follow-ups, and outreach.

✷ Lead Activity Timeline & Notes

Inside each lead’s profile, you’ll find a detailed timeline showing :

🔹When a status was updated
🔹Which team member made the change
🔹Any notes added during the update

This creates full transparency and helps avoid missed follow-ups.

✷ Team-Wide Visibility

Admins can view the status of all leads assigned across the team, helping managers monitor progress, workload, and pipeline health without micromanaging.

✷ Basic Performance Overview

MIZO CRM provides a clean, easy-to-understand dashboard where you can quickly see :

How many leads are in each status :

🔹How many have been converted
🔹What’s pending follow-up
🔹This keeps your team aligned and accountable.