Every lead in Price Clicker carries status information that tells you where the prospect is in the quote process—from a fresh submission to an accepted quote or an abandoned form. Understanding these statuses helps you prioritize follow-up, filter your inbox, and keep your lead list organized. This guide explains the client and provider statuses shown on the Leads page and how to use filters to find the leads that need your attention.
Two Types of Status
On the Leads page, each row displays two separate status badges: Client and Provider. They track different things and serve different purposes.
Client status reflects what happened on the customer's side—whether they accepted a quote, saved it for later, abandoned the form, or never finished. These statuses are set automatically based on how prospects interact with your pricing form. You cannot change client status manually; you filter and review leads by it.
Provider status is your internal tracking for whether you have approved, are reviewing, or have revoked a lead on your end. You update provider status yourself from the Leads page when you are ready to act on a submission.
Pro Tip
Price Clicker does not use CRM-style pipeline stages like Won, Lost, Contacted, or New Lead. Client statuses describe quote-form outcomes; use the Type filter (New, Waiting, Resolved) to track your own follow-up workflow.
Client Statuses
Client status appears in the Client column and describes the prospect's journey through your form and quote page. Filter by any of these under Filter by Status on the Leads page:
Accepted Quotes
- Accepted and Submitted: The customer accepted the quote and completed submission. This is a hot lead ready for follow-up.
- Accepted and Unsubmitted: The customer accepted the quote but did not complete the final submission step.
Saved Quotes
- Saved and Pending: The customer saved their quote for later and it is still within the valid period.
- Saved and Expired: The customer saved a quote, but the save period has expired.
- Saved and Forfeited: A saved quote was forfeited and is no longer active.
Declined, Disqualified, and Abandoned
- Quote Declined: The customer explicitly declined the quote.
- Lead Disqualified: The submission was disqualified based on your form rules or settings.
- Quote Abandoned: The customer reached the quote page but left without accepting or saving.
Incomplete Submissions
- Form Discarded: The customer started the form but discarded their progress.
- Form Incomplete: The customer started the form but did not finish all required steps.
Color-coded badges make these statuses easy to scan at a glance. Accepted quotes appear in green, saved quotes in blue, declined and disqualified in red, and abandoned in orange.
Provider Statuses
Provider status appears in the Provider column and reflects your internal review of each lead. Unlike client status, you control this field. Click the dropdown arrow next to any provider badge to change it, or update multiple leads at once using bulk actions.
- Pending Approval (pa): The lead is awaiting your review or approval.
- Pending: The lead is in a pending state on your side.
- Approved: You have approved the lead for follow-up or fulfillment.
- Pending Revocation (pr): Approval is being revoked or is under review.
- Revoked: The lead has been revoked and is no longer active on your end.
Use provider status to track your own workflow—especially if you receive leads from multiple profiles or need a simple approval step before your team contacts a prospect. It is separate from whether the customer accepted or saved their quote.
Lead Types (Filter by Type)
In addition to client and provider statuses, Price Clicker lets you filter leads by Type. Types describe how you are managing each lead in your workflow, not what the customer did on the form. Use the Filter by Type dropdown on the Leads page:
- New: Leads you have not yet marked as waiting or resolved, and that are not flagged as low quality, test, or spam. This is the default view alongside Waiting.
- Waiting: Leads you have marked as waiting—for example, you are expecting a callback or additional information.
- Resolved: Leads you have finished working—closed, fulfilled, or no longer needing action.
- Low Quality: Leads flagged as low quality so you can deprioritize or exclude them from your active list.
- Test: Test submissions you made while building or previewing your form.
- Spam: Unwanted or junk submissions flagged for your records.
Mark a lead's type from the three-dot menu on any row: Mark as Resolved, Mark as Waiting, Mark as low quality, Mark as test, or Mark as spam. You can also apply type changes in bulk by selecting multiple leads and using the Resolution / type dropdown.
Viewing and Filtering Leads
Open app.priceclicker.com/leads to see all quote requests across your profiles. The page shows date and time, profile name, contact name, quote amount, client status, provider status, and action buttons for each lead.
Four filter dropdowns help you narrow the list:
- Filter by Type: New, Waiting, Resolved, Low Quality, Test, or Spam (multi-select)
- Filter by Status: Any client status listed above (multi-select)
- Filter by Profile: Limit results to one or more pricing profiles
- Filter by Fields: Show leads that include specific data such as name, email, phone, quote, file upload, or date
Click Apply inside each dropdown to update the list. Your filter choices are saved automatically so they persist the next time you visit. Use the Reset button to clear all filters and show every lead.
Click the info icon on any row to open full prospect details, including every form answer and quote breakdown. Use the export icon at the top of the page to download all visible leads as CSV, or select specific leads and export only those.
Bulk Updates
When you select one or more leads, a bulk action bar appears. From there you can update resolution/type, quality flags, or provider approval status for every selected lead at once, then click Apply to selected. This is useful when you need to mark a batch of test submissions as spam or approve a group of new leads after a morning review.
Putting It All Together
A practical workflow: start each day with the default New and Waiting type filters to see leads needing attention. Scan client status to spot accepted quotes first. Update provider status as you review each submission. Mark leads Resolved once follow-up is complete, or flag test and spam entries to keep your list clean.
Client status tells you what the customer did; provider status and type filters tell you what you are doing about it. Together they give you a clear picture of every quote request without needing a separate CRM pipeline.