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# Advancing and changing lead status

How to promote, demote, drop, reject, and reopen lead sites — with transition rules and role permissions.

3 min readUpdated Mar 28, 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)

![lead-status-transitions](/help/screenshots/lead-status-transitions.png)

## The pipeline at a glance

Lead sites move through four active pipeline stages in sequence:

**Inquiry → Shortlist → Analysis → Closed**

Two exit statuses sit outside the pipeline:

- **Dropped** — your team chose not to pursue the site
- **Rejected** — the landowner declined or the site is no longer viable

For a description of what each status means, see [Understanding lead statuses and transitions](/help/leads/lead-states-and-transitions).

## How to change a lead’s status

Open the lead’s detail page. In the header, you’ll see the current status badge. Click it to open the status transition panel. The panel shows only the transitions available to you based on your role and the lead’s current status. Select the target status, optionally add a reason, and confirm.

The page header and status bar update immediately without a full reload.

## Promoting a lead

Promotion moves a lead forward in the pipeline — one step at a time:

| From      | You can promote to |
| --------- | ------------------ |
| Inquiry   | Shortlist          |
| Shortlist | Analysis           |
| Analysis  | Closed             |

You cannot skip stages. A lead at Inquiry cannot jump directly to Analysis or Closed.

## Demoting a lead

Demotion moves a lead backward by one step. Only Admins and Managers can demote leads.

| From      | Can be moved back to |
| --------- | -------------------- |
| Shortlist | Inquiry              |
| Analysis  | Shortlist            |
| Closed    | Analysis             |

## Dropping and rejecting a lead

Admins and Managers can move any non-terminal lead to **Dropped** or **Rejected** from any pipeline stage (Inquiry through Analysis). These are terminal statuses — once set, the lead exits the active pipeline.

Use **Dropped** when your team is walking away from a site. Use **Rejected** when the deal fell through because of the landowner’s decision or an external disqualifier.

## Reopening a dropped or rejected lead

Only Admins can reopen a lead that has been Dropped or Rejected. The only available backward transition from either of those statuses is back to **Analysis**. From Analysis, the lead can continue through the normal pipeline.

If you need to reopen a lead and you are a Manager, ask your account Admin to do it.

## Role permissions summary

| Role            | Promote | Demote | Drop / Reject | Reopen (Dropped/Rejected) |
| --------------- | ------- | ------ | ------------- | ------------------------- |
| Admin           | Yes     | Yes    | Yes           | Yes                       |
| Manager         | Yes     | Yes    | Yes           | No                        |
| Field Executive | Yes\*   | No     | No            | No                        |
| Lead Assistant  | No      | No     | No            | No                        |

\* Field Executives can only promote leads assigned to them, and only one step at a time.

## Activity log

Every status change is recorded in the lead’s activity log with the actor’s name, the previous status, and the new status. You can view this log by scrolling to the **Activity** section on the lead detail page. The log cannot be edited or deleted.

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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)