How to enable or disable lead states
Introduction
The journey of a lead from inception to conclusion can encompass multiple intermediate states. You have the flexibility to deactivate any intermediate states, except for the first and last stages of the lifecycle.
Important Note
Disabling a state implies it won't be available for state transitions.
User Guide
- Login: Begin by accessing the Vymo web app and clicking the gear icon situated in the upper-right corner.
- Module Settings: Navigate to the "Module Settings" section and select the module encompassing the state you wish to deactivate.
- Choose "Lead Lifecycle".
- Disable State: Identify the state you aim to disable. Slide the toggle to the left, turning its color to grey.
- Save: After making the desired changes, click "Save" located near the top right. Finally, implement the changes by releasing them.
Result
The deactivated state will no longer be accessible for state transitions. This ensures that the leads' lifecycle remains streamlined and efficient, eliminating any unnecessary or redundant states.
See also
- Lead Lifecycle
- Lead Lifecycle Overview
- How to create a leads module from a template
- How to create lead states
- How to add tags to lead states
- How to create transitions for lead states
- How to configure the state fields for leads
- How to enable or disable lead states
- How to enable or disable lead reassignment
- How to reactivate closed leads
- How to configure lead allocation rules
- How to specify the role permissions for the lead modules
- How to configure the lead reactivation behavior