You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Current »

Client-Side Status in the context of leads refers to custom status labels that a company can define to track the progress or state of a lead from the client’s perspective.

To display this field on the Lead page:

  1. Go to Administration →  CRM Settings.

  2. Enable the option "Use client-side lead status."

Once enabled, the client-side status field will appear on the Lead page, allowing users to view and manage it directly.

Status types can be added using the Edit custom client-side statuses for leads hyperlink.

On the lead page, this option is available on the right side of the screen.
To assign a status, select one from the dropdown list of available statuses

  • No labels