Shared guide

How to track lead status

Step-by-step guide covering: Click on "Click here."; Click Company settings; Click Data fields; Click Custom field.

victoriaworkflowsvictoriaworkflows
·23 steps·6 views·Published
Step-by-step Guide23 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Company settings

    Click Company settings
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  3. Click Data fields

    Click Data fields
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  4. Click Custom field

    Click Custom field
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  5. Type "Status"

  6. Click Select type

    Click Select type
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  7. Click List of predefined options where only one can be selected

    Click List of predefined options where only one can be selected
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  8. Click on "Click here."

    Click on "Click here."
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  9. Type "New" in Option 1 Option 2 Option 3

  10. Click on "Click here."

    Click on "Click here."
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  11. Click on "Click here."

    Click on "Click here."
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  12. Type "Contacted" in Option 1 Option 2 Option 3

  13. Click on "Click here."

    Click on "Click here."
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  14. Click on "Click here."

    Click on "Click here."
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  15. Type "Qualified" in Option 1 Option 2 Option 3

  16. Click on "Click here."

    Click on "Click here."
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  17. Click on "Click here."

    Click on "Click here."
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  18. Type "Unqualified" in Option 1 Option 2 Option 3

  19. Click on "Click here."

    Click on "Click here."
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  20. Click on "Click here."

    Click on "Click here."
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  21. Type "Converted to deal" in Option 1 Option 2 Option 3

  22. Click on "Click here."

    Click on "Click here."
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  23. Click Save

    Click Save
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