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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.
Emmy Fu
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/34845’

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