2. First contact lead status

The "First Contact" lead status in Bitrix24 CRM is a critical stage designed to establish initial communication with potential customers and set the foundation for future interactions. This stage involves a series of automation rules aimed at ensuring timely and effective follow-up with the lead, thereby increasing the chances of progressing the lead through the sales funnel.

Automation Rules and their functions:
2.1 Immediate Engagement
- Immediate Notification: The responsible person is notified immediately to ensure they are aware of the new lead and can prepare for initial contact.
- Planned Activities: Within two hours of the first notification, planned activities such as sending an email and making a call are scheduled to ensure the lead is engaged promptly.
2.2 Follow-Up Communications
- SMS to Customer: An SMS is sent to the customer four hours after the initial contact as a follow-up to reinforce the connection.
- Email Follow-Ups: Multiple emails are scheduled (1st, 2nd, and final follow-ups) to maintain communication flow and keep the lead engaged.
2.3 Ongoing Notifications and Supervision
- Regular Notifications: The responsible person receives ongoing notifications (immediately after the previous step, two days later, and at final stages) to keep them informed and prepared for the next steps.
- Supervisor Oversight: The supervisor is involved at key intervals to ensure that the lead handling process adheres to standards and progresses as planned.
2.4 Stage Advancement
- Stage Change: After the final set of interactions and follow-ups, the stage is changed, moving the lead to the next step in the sales process based on the outcomes of the engagements.

The "First Contact" stage is vital for effectively managing new leads. It ensures that each lead is promptly and properly engaged, which can significantly impact the lead's progression through the sales pipeline. By automating this stage, businesses can ensure consistent, timely, and professional interactions that help convert leads into valuable opportunities.

3. In Progress lead status

By automating this stage, businesses can ensure that tasks are systematically assigned and followed up on, promoting consistent, timely, and effective interactions that help convert leads into successful deals.

4. Appointment lead status

The "Appointment" automation in Bitrix24 CRM is specifically designed to streamline the process of scheduling and confirming meetings with leads (customers). This set of automation rules ensures that all necessary preparations are made efficiently, and that both online and offline meeting invitations are sent out accurately and promptly.

Automation Rules and their functions:
4.1. Preparation and Profile Updates:
- Employee Information Retrieval: The system automatically retrieves relevant employee information needed for the meeting setup.
- Notification to Update User Profile: A notification is sent to the responsible person to update their user profile if necessary, ensuring all information is current and correct.
- Comment for Profile Update: Alongside the notification, a comment is added for the responsible person, providing additional details or instructions related to the profile update.

4.2. Meeting Link Generation and Email Dispatch:
- Modify Item for Meeting Link: The system modifies the item to retrieve the Open-Slot URL link from the user profile, which is used for scheduling online meetings.
- Email to Customer for Online Meeting: An email is sent to the customer with the Open-Slot URL link, inviting them to an online meeting at a convenient time.
- Email to Customer for Offline Meeting: Another email is prepared and sent to the customer, inviting them to an offline meeting, providing details such as the location, date, and time.

**How to use the resource booking option

For the Off-line meeting, you need the following fields updated:
Resources – provide name for your offline meeting locations, like Office Brisbane.
Add services and duration – Onsite demonstration, 30 min.
Specify your time zone.
Allow overbooking - uncheck if you only have 1 meeting location of each type.
Read more https://helpdesk.bitrix24.com/open/15375256.

Example of the off-line meeting booking:

In case you would like to resend the email with the meeting details or make changes to the booking, just reapply the stage to the selected lead in the List view as below. The automation rules will be processed again.

By automating these tasks, businesses can ensure that meeting invitations are sent out promptly and accurately increasing the likelihood of successful meetings. This automation helps save time and reduces the administrative burden on staff, allowing them to focus more on the content and preparation of the meeting itself.

5. Follow-up cycle lead status

The "Follow-up Cycle" stage is crucial for effectively managing leads that have shown initial interest but have not yet moved to a more committed phase of the sales funnel. It ensures that each lead is consistently engaged with tailored communications that address their specific needs or concerns. By automating this stage, businesses can ensure that no lead is neglected and that all follow-up efforts are coordinated and timely. This systematic approach helps in building a stronger relationship with potential customers, ultimately aiding in converting leads into successful sales.

 6. On-hold lead status

The "On-hold" lead status in Bitrix24 CRM is a crucial stage for managing leads that require temporary suspension or delay in the sales process. This stage involves a series of automation rules aimed at ensuring that these leads are not forgotten and are appropriately managed until they can be reactivated.

The "On-hold" stage is essential for effectively managing leads that are not currently active but still hold potential for future engagement. It ensures that these leads are carefully monitored and maintained within the CRM system, preventing them from being overlooked or lost. By automating notifications and comments, businesses can keep a structured record of why leads are on hold and any subsequent changes or updates. This systematic approach helps in managing expectations and prepares the sales team to reactivate the lead efficiently when the time is right, thereby maximizing the opportunities for successful outcomes. 

7. Finalizing lead status

The "Finalizing" stage is essential for effectively managing leads that are at the end of the sales process. It ensures that all necessary documentation and final steps are systematically handled, which is crucial for securing successful sales closures. By automating tasks such as quote creation, email communication, and follow-up controls, businesses can ensure that nothing is overlooked in the rush to close deals. This stage helps in maintaining a high level of professionalism and efficiency, ultimately leading to better customer satisfaction and increased sales success.

 8. Good lead status

This stage helps in optimizing the sales process, enhancing the efficiency of lead management, and increasing the overall success rate of sales conversions.

 9. Junk lead status