Lead Statuses and Updating Multiple Lead Statuses
  • 26 Feb 2024
  • 1 Minute to read
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Lead Statuses and Updating Multiple Lead Statuses

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Article Summary

Abstract

Product: Lead Manager

Lead Statuses and Updating Multiple Lead Statuses

Lead Statuses

Lead Statuses are a method of tracking the current position of a Lead in a Campaign.

LeadStatuses.png

A Lead can have a different Lead Status for different Campaigns. The Leads status for Campaigns they are a part of can be viewed on the Leads Page.

DifferentLeadStatus.png

Select View status history to see a breakdown of the changes to the Lead Status for each Campaign, including a time and date stamp of when Lead status changes occurred.

LeadStatusHistory.png

Lead Statues can be configured to display on Lead grids.

LeadGrid.png

A Leads Status in a campaign can be Updated from the Lead Profile in a Campaign.

LeadProfileUpdate.png

Updating Multiple Lead Statuses

  1. From any list of leads, check the Leads to be updated.

  2. Select Actions → Change Status .

    ChangeStatus.png

  3. Select the appropriate status, and select Submit.

    AppropiateLeadStatusSubmit.png

  4. Select OK.