Hey!
I would like to add two steps to the lead conversion status, by deafult you have: new, assigned, in process, converted and dead. I would like to add two steps before the converted status. is that possible?
| By default in Sugar lead module | What i want in the lead module |
| new | lead |
| assigned | hot lead |
| In process | Applied |
| Convert | Admitted |
| Dead | In process |
| Converte | |
| Dead |
hey!
try to go Admin -> Dropdown Editor -> lead_status_dom to add your extra values
I'd suggest keeping New for newly created leads and Converted for qualified ones
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Yes, thank you!
But my problem is in that the new status won't reflekt to this stages? Can i configure that?
ah, okay
after adding new values, navigate to Admin-> Tile View Settings, select Leads module and check whether custom values are listed. If so, just click Save, it will include custom values into the view
After that get back to the Leads module to check the results:
- set the custom Status value to one of the records
- switch to the Tile View
- check whether extra Status appears
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Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
