Remove Converted from Lead statuses

Hi Omar Conte,

I recommend to use the role-based dropdown feature to remove the 'Converted' option for users to select.

1. Go to Admin > Studio > Leads > Fields > Status
2. Click 'Edit' for the lead_status_dom dropdown
   
3. Change the 'Role' dropdown to a role you have assigned to your users responsible for managing leads
   Note: If you currently don't use roles to manage access, I recommend creating a new role and assigning all the users who manage leads to the role
   
4. Uncheck the box for the 'Converted' status and click 'Save'
   
5. Do steps 3 & 4 for any remaining roles associated with users who manage leads.

Once this is done, users will not be able to manually select the 'Converted' status. They will still be able to convert leads, see the 'Converted' status when it is set, and search for leads in this status.

Chris

Hi Omar Conte,

I recommend to use the role-based dropdown feature to remove the 'Converted' option for users to select.

1. Go to Admin > Studio > Leads > Fields > Status
2. Click 'Edit' for the lead_status_dom dropdown
   
3. Change the 'Role' dropdown to a role you have assigned to your users responsible for managing leads
   Note: If you currently don't use roles to manage access, I recommend creating a new role and assigning all the users who manage leads to the role
   
4. Uncheck the box for the 'Converted' status and click 'Save'
   
5. Do steps 3 & 4 for any remaining roles associated with users who manage leads.

Once this is done, users will not be able to manually select the 'Converted' status. They will still be able to convert leads, see the 'Converted' status when it is set, and search for leads in this status.

Chris

Thanks Chris Raffle.

It's a good solution, and we will apply it after the migration to Sugar Sell!

Omar