Hubspot Lead Status

The following chart below shows the values for Lead Status and their definitions. AEs and BDRs should only set Lead Status where noted.

The company uses Lead Status to determine email sent and messaging, so it is critical to keep these values up to date.

Value	Description	Set By	State
New	Brand new lead to the system. Awaiting engagement from Paystand team.	System / AE	Beginning State
Open	Existing lead that has re-engaged. Awaiting engagement from Paystand team.	System	Beginning State
Attempted to Contact	Lead has not responded but is actively being worked by AE / SDR. No Marketing.	AE	Working State
Connected	AE / SDR has made contact and the lead is being worked but is not yet an SAL. No Marketing.	AE	Working State
No Response	Lead never responded to outreach. No further action will be taken by AE against this lead. Can return to Marketing.	AE	End State
No Interest	Lead has stated they have no interest in PayStand. No further action will be taken by AE against this lead. Can return to Marketing.	AE	End State
Bad Timing	Lead stated timing is not right. No further immediate action will be taken by AE against this lead. Can return to Marketing OR stay in AE name with follow-up task.	AE	End State
Unqualified	Lead is not qualified to work with Paystand. No further action will be taken by AE against this lead. Can return to Marketing.	AE	End State
In Progress	Set automatically by system when lead has reached SQL state. No Marketing.	System	Working State
Open Deal	Set automatically by system when an Opportunity is created. No Marketing.	System	Working State
Onboarding Customer	Set automatically by system when the Deal is ‘Closed Won’. No Marketing	System	Working State
Current Customer	Set automatically by system when a customer is active.	System / CS	End State
Churned Customer	Set automatically by system or manually by Customer Success.	System / CS	End State
Failed Customer	Set automatically by system or manually by Customer Success.	System / CS	End State