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

Instructions

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.pngImage Added

     

  2. Select a lead status from the inFlow options. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240714-194510.png

  3. Click the selected lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.

    image-20240714-194710.png

     

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