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# Understanding lead statuses and transitions

Understand every lead status — Inquiry, Shortlist, Analysis, Offer, Negotiation, Closed — and how transitions work.

2 min readUpdated Mar 14, 2026

In this category · 8 articles

[Creating a new lead site](/help/leads/creating-leads)[Importing lead sites in bulk](/help/leads/importing-leads)[Browsing and filtering lead sites](/help/leads/browsing-lead-sites)[The lead site detail page](/help/leads/lead-site-detail-page)[Understanding lead statuses and transitions](/help/leads/lead-states-and-transitions)[Financial feasibility and profitability](/help/leads/financial-feasibility)[Advancing and changing lead status](/help/leads/lead-status-transitions)[Risk assessment](/help/leads/risk-assessment)

## Managing Leads

[Creating a new lead site](/help/leads/creating-leads)[Importing lead sites in bulk](/help/leads/importing-leads)[Browsing and filtering lead sites](/help/leads/browsing-lead-sites)[The lead site detail page](/help/leads/lead-site-detail-page)[Understanding lead statuses and transitions](/help/leads/lead-states-and-transitions)[Financial feasibility and profitability](/help/leads/financial-feasibility)[Advancing and changing lead status](/help/leads/lead-status-transitions)[Risk assessment](/help/leads/risk-assessment)

## The lead lifecycle

Every lead in Proquiro moves through a series of statuses that reflect where it is in your acquisition pipeline. Keeping statuses current is one of the most important habits your team can build — it’s how everyone stays aligned on what’s active, what’s progressing, and what’s been shelved.

## Statuses

| Status          | Meaning                                                                |
| --------------- | ---------------------------------------------------------------------- |
| **Inquiry**     | Newly identified site. Initial information gathering.                  |
| **Shortlist**   | Site has passed initial screening and is worth a closer look.          |
| **Analysis**    | Due diligence, financial feasibility, and risk assessment in progress. |
| **Offer**       | A formal offer has been made to the landowner.                         |
| **Negotiation** | Active price and terms negotiation with the landowner.                 |
| **Closed**      | Deal completed successfully.                                           |
| **Dropped**     | Your team decided not to pursue this site.                             |
| **Rejected**    | The landowner declined or the site is no longer viable.                |

![Lead site detail showing status](/help/screenshots/lead-site-detail.png)

**Tip:** Mark a lead as **Dropped** rather than deleting it — you preserve the history, and you can always revisit it if market conditions change.

## Changing status

Click the status badge on a lead’s detail page to see available transitions. The transitions available depend on the current status — for example, you can move an **Inquiry** to **Shortlist** or **Dropped**, but not directly to **Closed**. This guardrail ensures leads follow a logical progression through your pipeline.

## Who can change status

- **Owners, Admins, and Managers** can change any lead’s status
- **Field Executives** can change the status of leads assigned to them
- **Lead Assistants** cannot change lead status directly

## Editing a lead site

Click **Edit** on the lead detail page to update any field — site name, location, area, survey number, owner details, or notes. Save your changes when done. Only users with create-lead permissions can edit lead details.

**Tip:** Update owner details and notes right after a site visit while the information is fresh.

## Activity log

Every action on a lead — status changes, document uploads, task updates, notes — is recorded in the **Activity** tab on the lead detail page. Click **Activity** to view a chronological log showing who did what and when. This log cannot be modified or deleted, so it serves as a reliable audit trail for your team and leadership.

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## Related articles

[Managing LeadsBrowsing and filtering lead sites](/help/leads/browsing-lead-sites)[Managing LeadsCreating a new lead site](/help/leads/creating-leads)[Managing LeadsFinancial feasibility and profitability](/help/leads/financial-feasibility)