Snooze a lead
How to snooze a lead
- Open the conversation in the app.
- Tap •••, then Snooze.
- Pick 24h, 72h, or 1 Week.
- To send a text when it wakes up, write a Nurture Message and tap Schedule. Or tap Snooze Only.
When time is up, you get "Snoozed lead is back." If the customer texts first, the scheduled message is cancelled.
Mark a lead sold or lost
- Sold: tap •••, then Mark as Sold. This shows once the lead is Contacted or Snoozed.
- Lost: tap •••, then Mark as Lost. Pick a reason, like Purchased elsewhere or No response.
- On a computer: click the status button at the top of the conversation and pick the new status.
- A lost lead can be opened again if the customer comes back.
What each status means
| Status | What it means |
|---|---|
| New | Just came in. Nobody has it yet. |
| Offered | Waiting for a rep to claim it. |
| Assigned | A rep has it. |
| Attempted | A rep called but did not reach the customer. Set by itself. |
| Contacted | The rep reached the customer. Set by itself after an answered call. |
| Snoozed | Parked until a set time. |
| Stale | The customer has waited more than 48 hours for a reply. Set by itself. |
| Sold | Deal done. This is final. |
| Lost | Not going ahead. Can be reopened. |
Common questions
What lead statuses does Relay use?
New, Offered, Assigned, Attempted, Contacted, Snoozed, Stale, Sold, and Lost. Calls and time change most of them. You snooze leads and mark them sold or lost.
When does a lead become stale?
When the customer has waited more than 48 hours for a reply. Replying moves it back to Contacted.