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Change Status Action Tool

Change Status Action Tool

Owned by Debeshi Ghosh (Unlicensed)
Last updated: Aug 03, 2024 by Rebecca Kornblum
2 min read

Description

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.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. 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. Select a lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.

    image-20240714-194710.png

     

  1. The Record Details Panel opens on the right side of inFlow.

    image-20240714-000707.png

     

  2. Select the Change Status icon from the Action Tools toolbar in the Record Details Panel that opens for the selected lead.

    image-20240714-213257.png

  3. The Change Status popup window opens.

    image-20240714-213545.png

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

    image-20240714-213659.png
    image-20240714-213755.png

     

  5. Click Update to save the changes. In this example, we are moving the lead drr2S1134 all2S1143 from a status of New Lead to a status of Contacted with an activity of Call 2.

    image-20240714-213912.png

  6. The Lead History section will reflect the change in status and activity.

    image-20240714-214850.png

  7. The lead will appear in its new Status (Contacted) section.

    image-20240714-214234.png