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Rebecca Kornblum

Rebecca Kornblum

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Description

This article describes the steps to change the status of a lead.

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Instructions

  1. Log in to Insellerate.

  2. Select any lead from any status. This will populate the right side of the inFlow screen with lead details.

  3. Select Change Status from the Action Tools dropdown.

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  4. A popup will open to ask for the new status and new activity of the lead.

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    The Change Status popup window opens.

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  5. Select a new Status from the Status dropdown and the a corresponding Activity from the Activity dropdown.

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  6. Click Update to save the changes.

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  7. Check the Lead History section for the lead. It is the first section on the right side of the inFlow screen.

  8. Verify that the Lead History reflects the change in Status and Activity.

  9. Verify that the lead has also been moved to the new Status section on the left side of the inFlow screen.

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