How do I update the status of my lead? – effi

As a lead moves through your process, you can update its status so your pipeline always shows where each client is. This article shows you two ways to change a lead's status on the Kanban board: by dragging the lead card, or by using the lead's menu.

Before you start

Who can do this: brokers and team members who can see the lead.
Statuses are the columns on your board (for example Contacted, Application Submitted or Settled). The statuses you see depend on how your business has set up its board, so yours may differ from the screenshots.
Changing a status may trigger automated emails, SMS or tasks set up for your business, so make sure you choose the right one.

You'll need: about 1 minute.

Step 1: Open your leads on the Kanban board

Log in to the Effi Broker Portal and select Leads in the left-hand menu (1).
Under View as, select the board icon (2) to show your leads as columns by status.
Find the lead you want to update (3). You can use the Leads search box at the top to find it quickly.

Step 2: Change the status

Option A: Drag and drop

Select and hold the lead card, then drag it into the new status column (4) and let go.

Option B: Use the lead's menu

Select the three dots (•••) at the top-right of the lead card (1).
Hover over Change Status (2).

The list of statuses opens next to the menu (2). Scroll if needed, then select the new status.

The lead moves into the new status column straight away.

Please note: Option B is handy when the column you need is off-screen, as you don't need to scroll the board while dragging.

Best practices

Update statuses as soon as something changes, so your pipeline and reports stay accurate.
Use the menu (Option B) for long boards where dragging across many columns is awkward.
Check which automations run on each status with your business administrator so you know what your client will receive.
Use the search and filters at the top of the page to find a lead quickly before updating it.
If you move a lead by mistake, change it back straight away.

Frequently asked questions

I can't see the lead I want to update. Check the filters at the top of the page (for example Broker, Leads or Submitted on) and select Reset Filters if needed. Also check you're on the right Board.

I can't see a status I need. Statuses are set up for your business's board. Contact your business administrator or Effi Support if one is missing.

I can't drag the lead. Make sure you're in the board view (Step 1), then try Option B instead.

Does changing a status send anything to my client? It can, if your business has automations set up for that status. Check with your business administrator if you're unsure.

Need help?

Contact Effi Support at support@effi.com.au and include the lead's name, the status you were trying to change it to, and a screenshot of what you're seeing.