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How to create lead states


Anindita Basu    Feedback

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.

Module settings page

Configuration options

Option Mandatory Default values Configurable Dependencies
Name Yes nil Yes -
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

Dependencies

How to

3-tasks process

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.

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In the Module Settings section, click the module for which the states are to be defined.
  3. Click Lead Lifecycle, and then click + Add State (towards the right).
  4. Specify a name for the state.
  5. When done, proceed to add tags.

Add a state

Result

You're now ready to add tags for this state. The Save option near the top right remains unavailable till you add tags and transitions. Only thereafter is the state created.

Visual guides

How to add states, tags, and transitions:

Concepts

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 New state and ends with either a Won or a Lost state. 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 Assigned state, or when someone on your team fixes an appointment with a lead, the record might move to a Meeting scheduled state.

The following image shows state fields for a leads record.

mind map of lead state fields

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.

states workflow

See also


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