You can change a lead's pipeline status from three different places in DOT Lead Scout. Each method works the same way under the hood — the difference is purely about which one fits your current workflow.
This feature is available on the Engage plan
The Pipeline CRM is part of the Engage tier. Trial and Scout users can preview it but cannot save status changes, notes, or reminders. Upgrade any time from the Plan tab in the portal.
Three ways to update status
From the Lead Detail Panel
Best when you are actively working a single lead — reading details, taking notes, deciding the next step.
From the Kanban Board
Best when you want to quickly process several leads at once. Drag-and-drop is the fastest way.
From the List View
Best when you are working through a filtered list of leads sequentially in the table view.
Method 1: From the Lead Detail Panel
The lead detail panel has a row of pipeline stage buttons at the top of the Overview tab. Click any button to set the lead to that stage.
Open the lead
Click any lead row, kanban card, or map marker to open the detail panel.
Find the pipeline strip
On the Overview tab, the pipeline strip is right at the top — a row of buttons showing all 7 stages with the current stage highlighted.
Click the new stage
Tap the stage you want to move the lead to. The button highlights immediately and the change saves.
Stage changes are logged
Every status change is automatically logged in the lead's activity history. You will see the old stage, new stage, and timestamp in the Activity tab.
Method 2: From the Kanban Board
Drag-and-drop is the fastest way to change status when you are looking at the whole pipeline at once.
Open the kanban board
Click My Pipeline in the sidebar — the board is the default view.
Click and hold the lead card
Press and hold the mouse button on any card. The card lifts and follows your cursor.
Drag to the destination column
Drag across to the column for the new stage. The destination column highlights as you hover over it.
Drop the card
Release the mouse. The card animates into its new column, the column counts update, and the change saves automatically.
Drag-drop is great for triage sessions
If you have a backlog of new leads, drag-and-drop lets you sort through 20+ leads in a couple of minutes — quickly moving them to Disqualified, Connected, or Not Interested based on a glance.
Method 3: From the List View
In list view, every row has a colored status badge in the Status column. Click the badge to open a quick dropdown menu of all 7 stages.
Switch to list view
From the kanban board, click List in the top right. Your leads now appear as a sortable table.
Find the Status column
The Status column shows a colored badge for each lead (gray for New, blue for Connected, etc.).
Click the badge
A dropdown opens showing all 7 pipeline stages. Click the one you want.
The badge updates instantly
The dropdown closes, the badge color and label change, and the row stays in place. No reload needed.
Keyboard shortcuts in the detail panel
When the lead detail panel is open, the pipeline stage buttons respond to number keys for fast progression:
| Key | Stage |
|---|---|
| 1 | New |
| 2 | Connected |
| 3 | Qualified |
| 4 | Appointment Set |
| 5 | Converted |
| 6 | Not Interested |
| 7 | Disqualified |
Shortcuts work without modifiers
Just press the number key — no Cmd or Ctrl. Press the same number again to confirm if your browser intercepts the first press.
What happens when you change a status
Whichever method you use, the system performs the same set of actions:
- The lead's status field is updated in the database (instant).
- The activity log gets a new entry with the old and new stage, plus a timestamp.
- Pipeline KPIs recalculate — total counts, conversion rate, pipeline value.
- Streak tracking updates if this is your first interaction of the day.
- Analytics events fire so you can see your activity trends in the dashboard.
You can always change it back
Status changes are not permanent. If you click the wrong button, just click the right one — the activity log will show both moves but the lead ends up in the right place.
