The Importance of Statuses
In cold email, a "Reply" is not a specific enough metric. A reply can be "I want to buy," or it can be "Stop emailing me."
SendScale uses Lead Statuses to categorize these interactions. Changing a status does two things:
Updates Analytics: It tells the Dashboard that a "Success" event occurred.
Triggers Logic: It removes the lead from the automated follow-up sequence so they don't receive irrelevant emails.
Changing a Status
Open a lead in Campaign.
Locate the "Lead Status. By default, it may say "New."
Select the appropriate status from the list.
Standard Status Definitions
SendScale comes pre-loaded with industry-standard statuses:
Interested: The "Money" status. The prospect wants a call or more info.
Meeting Booked: You have successfully scheduled a time.
Meeting Completed: The sales call happened.
Won: The deal was closed.
Out of Office (OOO): The prospect is away. (SmartBox often detects this automatically).
Wrong Person: They referred you to a colleague.
Lost: They are not interested.
Unsubscribed: They asked to be removed.
Creating Custom Statuses
Your sales process is unique. You can create your own statuses to match your CRM pipeline stages.
Click on the Lead in the campaign lead tab.
Select the Lead Status dropdown.
Select "+ Add custom" at the bottom of the list.
Configure the Status:
Label: The name (e.g., "Sent Loom Video").
Internal Value: A system ID.
Sentiment: Choose if this is Positive (Green), Negative (Red), or Neutral (Gray). This affects your "Sentiment Analysis" reports.
Appearance: Pick a specific color dot to help you visually scan the inbox.
Save: This status is now available globally across your workspace.
Strategy Tip: Create a status called "Referral". Often, a boss will reply "Talk to Bob." Mark these as "Referral" so you don't lose track of these valuable side-doors.