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How to Create Lead States

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Lead states depict specific stages in the lifecycle of a lead, starting from a "New" state and concluding with either a "Won" or "Lost" state. This guide outlines how to define these crucial stages in your lead's lifecycle.

Configuration Options

Here's a breakdown of the configuration options available for lead states:

Option Mandatory Default Values Configurable Dependencies
Name Yes nil Yes -
Code Yes Autogenerated lowercase value No -
Color No nil Yes (HTML hex code) -
Tags No nil Yes (Select from predefined tag options) -
Input fields No nil Yes (Select a field) The field must exist

Dependencies

  • Lead states are components of modules.
  • State creation isn't finalized until tags and transitions are added.

User Guide

Creating a state encompasses three steps: creating the state, adding the state, and transition addition. This guide focuses on the initial step and provides direction for the subsequent ones.

  1. Access the Vymo web app and click the gear icon situated in the upper-right corner.
  2. Within the Module Settings section, select the module where states need to be outlined.
  3. Opt for "Lead Lifecycle", then press "+ Add State" (positioned on the right).
  4. Assign a suitable name for the state.

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  1. Progress to the tag attachment phase.

Upon completing the above steps, you're poised to append tags to your state. Note: The "Save" feature (located top-right) remains inaccessible until tags and transitions are integrated. Post this integration, the state is officially created.

See also

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