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User Guide / Leads / How to Add Status in Lead Module?
  • How to set the Lead notification template for follow-up reminders to the assigned staff?
  • How does the Lead form work?
  • How to view leads in Kanban View?
  • How to archive leads?
  • A Beginner’s Guide To Leads Module: Everything You Need To Know
  • How to Add Lead Promoters and Assign them?
  • How to add Lead Sources?
  • How to Add a New Dropdown Field in Lead Module?
  • How to Add a New Text Field in Lead Module?
  • How to Add Status in Lead Module?
  • How to Add Options to Follow Up Details?
  • How to assign a lead?
  • How to edit the status of a lead?
  • How to view a lead?
  • How to add a lead?
  • How to edit information of the Promoters
  • How to edit Source name

    • Step 1

    1. Go to the Leads Module from the left menu.
    2. Click on Add Leads button.
    user-guide-leads_module-assign-promoter

    Step 2

    1. In follow up section, click on the Status
    2. Select the status from the dropdown, and fill the details along with other details.
    3. Click on the Save button.
    user-guide-leads-module-add-status

    Step 2.1

    Edit Status

    1. Go to the Lead Module from the left menu.
    2. Click on your desired row.
    user-guide-leads-module-edit-lead-sources

    Step 2.2

    Click on the Edit Lead button.

    user-guide-leads-module-edit-sources

    Step 3

    1. Select the status from the dropdown, and also fill other details.
    2. Then click on the Save button.
    user-guide-leads-module-edit-source-lead

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