2 Accepted solutions
What is the difference between 'Open' and 'Open Deal' in the lead status property?
SOLVEHi @kanghy,
Please keep in mind, these can be modified to better match your process. In general, here's how I would summarize the difference.
- Open: One step beyond new; potentially a rep has "claimed" this lead, but not yet started the activity. They could be doing research on the prospect or have a scheduled activity in the future.
- Open Deal: This would be a prospect in which a deal has been created and actively worked. It hasn't been closed won or closed lost yet.
My recommendation is to be sure that the options in this dropdown are adjusted to what's best for you and your team.
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Platinum Partner & HubSpot Certified Trainer |
What is the difference between 'Open' and 'Open Deal' in the lead status property?
SOLVEHi @kanghy,
The best definitions for the default values of Lead status can be found in this blog post: https://blog.hubspot.com/customers/manage-sales-process-hubspot-lead-status Funnily enough, it omits the "Open" lead status.
"Open" is usually defined as a record that requires follow-up. These would be leads that are not "New" anymore ("") but that should receive follow-up, i.e. leads that you've contacted before but that need additional attention.
"Open Deal" is defined as "These are leads that have expressed interest in buying your product or service. You've already opened a deal with them."
The good news is: If you don't like these values, you don't have to use them. They are simply a suggestion and you can customize the property.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
What is the difference between 'Open' and 'Open Deal' in the lead status property?
SOLVEHi @kanghy,
The best definitions for the default values of Lead status can be found in this blog post: https://blog.hubspot.com/customers/manage-sales-process-hubspot-lead-status Funnily enough, it omits the "Open" lead status.
"Open" is usually defined as a record that requires follow-up. These would be leads that are not "New" anymore ("") but that should receive follow-up, i.e. leads that you've contacted before but that need additional attention.
"Open Deal" is defined as "These are leads that have expressed interest in buying your product or service. You've already opened a deal with them."
The good news is: If you don't like these values, you don't have to use them. They are simply a suggestion and you can customize the property.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
What is the difference between 'Open' and 'Open Deal' in the lead status property?
SOLVEHi @kanghy,
Please keep in mind, these can be modified to better match your process. In general, here's how I would summarize the difference.
- Open: One step beyond new; potentially a rep has "claimed" this lead, but not yet started the activity. They could be doing research on the prospect or have a scheduled activity in the future.
- Open Deal: This would be a prospect in which a deal has been created and actively worked. It hasn't been closed won or closed lost yet.
My recommendation is to be sure that the options in this dropdown are adjusted to what's best for you and your team.
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
