Contact Status - Lender

The contact view provides a list of contacts filtered by status type. By default, the contact list shows New contacts. On subsequent views, the system remembers the last status type selected. Lenders can assign a contact one of the following status types.

  • New
  • Retry
  • Active
  • Inactive
  • Qualified
  • Unqualified
  • Hot
  • Closed
  • Trash

With the exception of Trash, changing a contact status does not delete, unsubscribe, or change contact information in any way.

(warning) The Contacts view includes two types of Status control, a Status control in the list header, and a Status control in each contact row. To filter the list, use the former. To change a contact status, use the latter.

View Contact by Status Type

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Contacts.
  3. In the Contacts view, select a Status type from the drop-down list in the table header.

    The system only displays contacts of the selected status type in the list.

Change a Contact Status

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Contacts.
  3. For a specific contact row, select a new status type from the drop-down list in the Status column of the table.

(info) If the list filter status type is any value other than All, a contact disappears from the list when you change their individual status.

See Also