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Defining Lead Statuses

112 bytes removed, 20:10, 4 June 2019

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'''[httpLead statuses are a simple filtering method that you create to allow individuals to see selected groups of leads. Typical statuses are://www.smartsimple.com/DotOrg/flash/Defining_Lead_Statuses_viewlet_swf.html View It Here]'''

Lead statuses are a simple filtering method that you create to allow individuals to see selected groups of leads. Typical statuses are:

* '''New''' – indicating a new lead.

* '''Dead''' – indicating a lead that is not workable.

* '''Deferred''' – indicating that you may wish to work on this lead in the future.

Only managers can delete leads. This feature provides for campaign-level reporting, where you wish to know how many leads for each type were generated from any given campaign.

You should indicate a lead is dead or some similar status when you no longer believe it is workable.

[[Image:Leads.png]]

The new '''Lead''' tab is there for every [[User|user]].

[[Image:Leads2.png]]

The '''Settings''' page is displayed.

[[Image:Leads3.png]]

Under '''Lead Settings''', click '''Statuses'''.

[[Image:Leads4.png]]

Each '''Status''' is entered in the right.

 

* The '''Display''' order determines which order you wish to see the statuses displayed.

* The '''Color''' code is not required.

[[Image:Leads5.png]]

4. Click the '''Save''' button.

[[Image:Leads6.png]]

The '''Lead''' status is added.

[[Image:Leads7.png]]

5. Click the '''New Lead Status''' to clear the '''Edit Status''' fields.

[[Image:Leads8.png]]

Whenever entering any status, it is a good idea to use increments of ten. Consequently, should you need to insert an additional status at a later date; you don’t have to re-number any of the existing statuses.

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Emmy Fu

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