Search Knowledge Base Articles

Find answers to your questions quickly

How To Create A New Lead Status

Published: 2024-08-09 09:15:58

242 Views

General CRM

How To Create A New Lead Status

1. Go to "Setup" in the settings panel on the left side of the screen.

2. Inside "Setup" go to "Leads".

3. Once inside "Leads" go to "Statuses".

4. Inside "Statuses" find and click on "New Lead Status" button.

5. Fill in the form and press "Submit" to save your changes and create the "New Lead Status".

50.0% found this helpful

2 votes

How To Add Balance To An Account

IN THE CRM Way 1 1. Go to "Manager Platform" in the menu on the left side of the page. 2. ...
How To Activate Stocks?

How To Activate Stocks? IN THE CRM 1. Go to "Setup". 2. Expand the "Admin platform" in the lef...
How To Enable / Disable Margin

IN THE CRM 1. Go to "Manager Platform" in the menu on the left side of the page. 2. Choos...
How To Add Default Asset Pairs

How To Add Default Asset Pairs? IN THE CRM 1. Go to the "Admin platform" in the left menu and sel...
How To Add A New Method For Balance Operations

How To Add A New Method For Balance Operations? IN THE CRM 1. Go to the "Admin platform" in the l...