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How to enable or disable lead states


Anindita Basu    Feedback

The leads lifecycle can have several other states that happen between the time that a lead is opened and closed. You can disable any of these intermediate states from the leads lifecycle.

You can't disable the first and last states of a leads lifecycle.

Remember

When you disable a state, you can no longer use it in state transitions.

How to

  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 that contains the state to be made unavailable.
  3. Click Lead Lifecycle.
  4. Locate the state to disable, and move the slider to the left so that the color changes to grey.

    disable a state

  5. When done, click Save near the top right. Then, release the changes.

Result

The state is no longer used in transitions.

See also

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?
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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