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Back to Leads Main Page

Excerpt
hiddentrue

Learn how you can to configure Lead Statuses

What does this section cover?

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Table of Contents

Table of Contents
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Navigating to Lead Statuses

Info

CONFIGURATION > CRM APPLICATION > LEADS > SET UP STATUSES

What are Lead Statuses?

Use Lead statuses are used to Statuses to define the state of a specific Lead. Each Lead status is mapped with a life cycle state. 

Info

When a Won Status is selected then, depending on the Lead Definitions, the Accounts Receivable modal window opens transferring all relevant information and the user needs to complete the empty and mandatory fields to complete the automatic creation of the Account Receivable.

Visit Configuring Lead Definitions for more information regarding Automatic Conversion.

 

Creating, Editing & Deleting Validations & Restrictions

Lead's Status and associated Life Cycle State.

  • Navigate to Lead Statuses and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Lead Statuses, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Lead Statuses.

Check the Validations Table below for a list of available Actions when working with Lead Statuses, including each Action's related validations and additional information. View the Attributes Table for a comprehensive description of the Lead Statuses fields.

Lead StatusesImage Added

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validations
validations
Validations

ActionValidationsAdditional Information
General
  • Not ApplicableCompleted
  • The Leads
are considered the Leads
  • with the following
statuses
  • Statuses are considered as Completed:
    • Lost
    • Won
Create
  • All mandatory fields Mandatory Fields must be provideddefined.
  • Multiple Lead statuses Lead Statuses can exists exist in the system System, but each one should have a unique name Name and alternative codeAlternative Code. 
  • Not Applicable
Edit
  • All mandatory fields must be provided
  • When a Lost Status is selected then a reason should be selectedMandatory Fields must be defined.
  • Not Applicable
Delete
  • Leads statuses Leads Statuses cannot be deleted if they are already used by Leads which are still not completed or if they are included in the list of allowed statuses Allowed Statuses in one of the available Lead typesLead Types.
  • Deleted Lead statuses Statuses are still visible on Leads which were created using those statusesStatuses. 

 

Lead Status attributes 

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attributes
attributes
 Attributes

An * indicates a field is mandatory.

Name

Description

Name
Main Information
 Name*The name of the lead statusLead Status
Alternative code*The An alternative code of the lead statusfor the Lead Status. Unless otherwise specified, the codes for new Statuses default to the Status' Name initials in capital letters.
DescriptionA description of the lead statusLead Status.
Life cycle state*Cycle StateThe life cycle state Life Cycle State that the lead Lead should automatically be set to if the leadLead's status Status is set to the specified statusStatus. The supported lead life cycle states Lead Life Cycle States are the following:
  • Pending
  • In Progress
  • Lost
  • Won

Defining your own Leads  tailored to your company's needs

  • Navigate to CONFIGURATION > CRM APPLICATION > LEADS > SET UP STATUSES 
  • Either search for an existing one or from the Top Menu click on NEW
     

  • MAIN INFORMATION

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. Description

      4. Life cycle state

        Configuring Lead StatusesImage Removed 

  • LOG INFORMATION

    • Include PageLog Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Leads

    Include PageDeleting a record - GlobalDeleting a record - Global
    • Cancelled
      Status
      colourYellow
      titleAvailable from CRM.COM R11.1.0
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
    Panel
    namegrey

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