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How to create transitions for lead states


Anindita Basu    Feedback

When a lead record moves from one state to another, it's known as a state transition. For example, a lead can transition from a New state to a 1st meeting scheduled state. Define the entry and exit points of each one of your lead states.

Dependencies

  • The states to transition from and to must exist. See How to create lead states.
  • Call dispositions depend on state transitions.

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 third step. For the first two steps, see Dependencies.

  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 state transitions are to be defined.
  3. Click Lead Lifecycle.
  4. Go to the state for which to define the transitions, and click Add Transition.
  5. Specify the state to transition from and to. Remember that the first state of a lead, which, by default, is the New state, won't have a From state. If a state that you need isn't displayed as an option in the From or To boxes, create that state first.
  6. If you're done creating all transitions for that state, click Save. If you must add a few more transitions, click Save and Add.
  7. Click Save near the top right to save all of these configuration options.

Lead Transition form

Results

The state is created. You're now ready to configure lead state fields.

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?
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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