I’d avoid treating those requests as simply “new” or “archived.”
I’d give each one a simple status:
- New — first contact not yet completed
• Contact attempted — waiting for a response
• No response — follow-up attempted but still silent
• Qualified — conversation started and need is confirmed
• Won / Lost — clear outcome
The part I’d really want to track is the value sitting in the “no response” bucket.
For example, if you have 20 unanswered requests worth $X in potential work, that tells you much more than simply knowing how many requests are sitting in “New.”
It also helps separate a follow-up problem from a lead-quality problem.
I’m curious whether you’re currently tracking the dollar value and age of those unresponsive requests, or mainly just their status in Jobber?
