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How to create a new lead status while creating a lead?
Updated on May 13, 2020 04:28AM by Admin
- Log into your Apptivo account and go to the Leads App. In the Leads App, create a new lead by clicking the Create button in the left pane.
- In the Create Leads page, scroll down to the Lead Status attribute. Select the dropdown.
- Select Add New in the dropdown to create a new lead status.
- Create Lead Status popup will appear. Add the name, Status Category, and description of the lead status.
- On selecting create, a new lead status is added to the Lead Status dropdown.
- This lead status is automatically recorded in the Settings page of the Lead Statuses.
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