How to Create Lead States

Introduction

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.

Steps to Create a State:

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

self serve

Tag Addition: Progress to the tag attachment phase.

Results

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.