How to create lead states
A state is a step in the lifecycle of a lead, which begins with a
New state and ends with a
Won or a
Dropped state. Define the states that your leads lifecycle should have.
|Code||Yes||autogenerated lowercase value of name||No||-|
|Color||No||nil||Yes, HTML hex code||-|
|Tags||No||nil||Yes, pick one of call_states, non_active_states, check_in_states, won_states, user_engagement_states, rescheduled_states, lost_states, unmet_open_states, ignore_states, met_states, assigned_states, new_states, unmet_lost_states, non_state_update_states||-|
|Input fields||No||nil||Yes, pick a field||The field must exist|
- States belong to modules. If the module doesn't exist, see How to create a module from a template.
- The creation of a state isn't complete till you add the tags and transitions.
Creating a state has 3 steps: adding the state, adding tags to it, and adding transitions. This page shows you how to do the first step, and links you to the next steps.
- Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
- In the Module Settings section, click the module for which the states are to be defined.
- Click Lead Lifecycle, and then click + Add State (towards the right).
- Specify a name for the state.
- When done, proceed to add tags.
How to add states, tags, and transitions:
What are states
- Fields are attached to states (such as New, Assigned, or Closed). A state is a specific stage in the lifecycle of a lead record. A lead begins its life by being in a
Newstate and ends with either a
Loststate. In this process, the lead can pass through several other states also. For example, when a new lead is assigned to someone, it can move to an
Assignedstate, or when someone on your team fixes an appointment with a lead, the record might move to a
The following image shows state fields for a leads record.
Where are states used
- States are used in workflows. States go into workflows (such as schedule a call, meet and do stuff, or schedule a follow-up). The following diagram shows the default workflow of a new lead record.