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Excerpt
hiddentrue

Learn how you can configure LeadsLead Statuses

What does this section cover?

Table of Contents
minLevel2

What

are Leads

are Lead Statuses?

Leads  is a set ......Lead statuses are used 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

Restrictions
ActionValidationsAdditional Information
General   
Create   
Edit   
Delete   

Leads  attributes 

 

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
 
  • Not Applicable

  • Completed Leads are considered the Leads with the following statuses:

    • Lost
    • Won
Create
  • All mandatory fields must be provided
  • Multiple Lead statuses can exists in the system but each one should have a unique name and alternative code. 
  • Not Applicable
Edit
  • All mandatory fields must be provided
  • When a Lost Status is selected then a reason should be selected.
  • Not Applicable
Delete
  • 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 in one of the available Lead types.
  • Deleted Lead statuses are still visible on Leads which were created using those statuses. 

Lead Status attributes 

Name

Description

Name*The name of the lead status
Alternative codeThe alternative code of the lead status
DescriptionA description of the lead status
Life cycle state*The life cycle state that the lead should automatically be set to if the lead's status is set to the specified status. The supported lead life cycle states are the following:
  • Pending
  • In Progress
  • Lost
  • Won

Defining your own Leads  tailored to your company's needs

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

  3. MAIN INFORMATION

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. Description

      4. Life cycle state

        Configuring Lead StatusesImage Added 

  4. LOG INFORMATION

  5. Include Page
    WIP:Log Information - GlobalWIP:
    Log Information - Global
  6. From the Top Menu click on Save

Deleting Leads

Include Page
Deleting a record - Global
Deleting a record - Global

 

NoteVisit /wiki/spaces/WIP/pages/10010220 Leads for business examples related to

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