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Sales Status

Sales Status identifies a contact’s current stage in the sales process. Choose the status that best reflects their current position and record relevant details and the next follow-up action.

Current position, not a mandatory sequence

Contacts may skip stages or move back to an earlier stage. Sales Status is a Contact property, separate from Deal stages and HubSpot’s standard Lead Status.

Training guidance — property availability not verified

This guide has not created or verified the Sales Status property in HubSpot. Ask your CRM administrator to confirm its availability before using it. No contact values, workflows, default values or subscription preferences are changed by this training.

Quick reference

The twelve Sales Status options, in the reference order. Contacts do not need to pass through every status.

Guidance for sales representatives

  • Update Sales Status when a conversation, appointment, or confirmed milestone changes the contact’s situation.
  • Choose the status that best reflects the contact’s current position.
  • Contacts may skip stages or move back to an earlier stage. This is not a mandatory step-by-step sequence.
  • Use Long-Term Nurture for an interested buyer with a later timeline, Unresponsive when interest is unknown, and Lost / Not Interested when the opportunity is confirmed lost.
  • Record relevant details and the next follow-up action on the contact record.
  • Sales Status does not change email or SMS subscription preferences.

Follow-up expectations

Record relevant details and the next follow-up action on the contact record. For an interested buyer with a later timeline, use Long-Term Nurture and follow up based on their timing.

When you update a status

  1. 1Review the latest conversation, appointment, or confirmed milestone.
  2. 2Choose the Sales Status that reflects the contact’s current position.
  3. 3Record relevant details and why the situation changed.
  4. 4Record the next follow-up action on the contact record.
  5. 5Keep associated Deal information current when relevant; Sales Status and Deal stages are separate fields.

Property reference

Object
Contact
Property name
Sales Status
Field type
Dropdown select
Property group
Contact information
Description
The contact’s current stage in the sales process.
Default value
None

Frequently asked questions

Must every contact pass through all twelve statuses?
No. Contacts may skip stages or move back to an earlier stage. Choose the status that reflects their current position.
How do I distinguish later timing, silence, and a lost opportunity?
Use Long-Term Nurture when interest remains but timing is later; Unresponsive when current interest is unknown; Lost / Not Interested only when loss is confirmed or verified.
Is Sales Status the same as a Deal stage or HubSpot’s standard Lead Status?
No. This guide describes a Contact property named Sales Status. Deal stages track a separate Deal record, and HubSpot’s standard Lead Status is a different property. Do not assume changing one updates another.
Has this guide created or verified the HubSpot property?
No. This is training guidance and a property reference only. Ask your CRM administrator to confirm availability before using Sales Status in HubSpot.

Practice: which Sales Status?

  1. 1. A website inquiry has received a voicemail but has not replied.

  2. 2. The contact replies and discusses their interests with the sales team.

  3. 3. A tour has been booked for next Tuesday and has not yet happened.

  4. 4. The contact attended their appointment and the team is determining the next step.

  5. 5. The contact is actively comparing Hanson floor plans and communities.

  6. 6. The contact is working with a lender to understand their purchasing ability.

  7. 7. The contact remains interested but plans to buy next year.

  8. 8. Hanson received a deposit, but the purchase agreement is not fully executed.

  9. 9. The agreement is fully executed, but the sale has not closed.

  10. 10. The sale has closed and the contact is now a homeowner.

  11. 11. Follow-up attempts have received no reply and the contact’s interest is unknown.

  12. 12. The contact confirms they are no longer pursuing a Hanson home.

  13. 13. A buyer reaches a confirmed milestone without passing through every earlier status.

  14. 14. Does changing Sales Status subscribe or unsubscribe the contact from email or SMS?