Is there a free trial?

Yes. Starter is free for 7 days. No card. It ends on its own after 7 days unless you add one.

Every tier is month to month. Annual commitment is optional and takes twenty percent off the monthly.

Content, prospects, scoring runs and refreshes are all inside the number for your tier.

Why is there no price for Command?

It is scoped per engagement after you have seen the product on your own accounts, because it is our team running your account and the scope decides the cost.

Is there a setup fee?

The first month is the whole of it. You pay the first month and setup on your own accounts starts.

Yes. The account owner moves up from the Billing tab at any time, and the new price is shown and confirmed before anything is charged. To move down, write to us.

Do I need TruLata to get a website?

No. The site builder stands on its own: building is free, and going live is $49 a month or $468 a year.

What do I keep if I leave?

Your Drive folder of content, your lead ledger, and your own accounts with our access revoked by you.

Leads and calls

Mark a lead as contacted, quoted, won or lost

Record what happened to each lead from its row on the Leads tab, add a reason when one is lost, and see which leads are still waiting.

2 min read · Updated November 2, 2026

#Set a lead's status

Where outcomes are switched on for your account, each row on the Leads tab has a Status dropdown.

Open Leads and find the lead.
Open the dropdown on its row. It starts at New lead.
Choose Contacted, Quoted, Won or Lost.
The row shows Saving..., then a green check and Saved.

TipSome accounts word these options in their own terms, for example a school that tours and enrols. They work the same way.

#Say why a lead was lost

Choose Lost and the row asks Why? Type a reason in your own words, such as went elsewhere, price or timing, and press Save. The reason is optional: press Save with the box empty, or Cancel to leave the status as it was. Later, add reason or edit under the status changes it.

#Change or clear a status

Pick another option at any time. Choose New lead to clear it. A status stays on the lead until your team changes it.

#Leads still waiting

A lead with no status two days after it arrived wears a badge reading no contact marked yet with its age in days. The count line above the list says how many are not yet marked contacted.

#If a status does not save

The row puts back what it had and says Not saved, try again beside it. If it says Not saved, reload the page, reload and set it again.

#Questions

Who sees the status I set?

Everyone on your account who opens the Leads tab. It is saved to the lead's record, not to your browser.

Where are Spam and Not a lead?

In the same dropdown. See Mark spam and leads that are not real leads.

Can I get outcomes out of TruLata?

Yes. Where it is switched on, Export leads to Google Sheets includes the outcome marked on each lead. Tools connected with an API key can also catch lead status changes.

I do not see a Status column.

Outcomes are switched on per account. Write to support@trulata.com to ask for them.

Mark spam and messages that are not real leadsRemove spam from your lead list in one click, flag existing customers or wrong numbers as not a lead, and undo a mark.Archive old leads and bring them backTake a past lead off your Leads list without deleting it, and find archived leads again.Read, search and filter the Leads tabWhat each column on the Leads tab means, how to search and filter the list, and how to open a lead's full details.Export your leads to a CSV or Google SheetsDownload the Leads tab as a CSV, or send every lead with its outcome to a new Google Sheet in your own Drive.Make, copy or revoke an API keyMake a key on the Integrations tab for Zapier, Make, n8n, Pipedream or your own code. It is shown once and opens only your account.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

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