Updating a Lead Status
This guide provides step-by-step instructions on how to change the status of a lead within a customer's profile in the CRM.
Steps:
Open the Customer Profile: Navigate to the customer profile that contains the lead you want to update.
Locate the Lead: Within the customer profile, find the specific lead you wish to modify. It will be displayed in the "Active Lead" section.
Access the "Change Lead Status" Dropdown: In the lead section, you'll find a dropdown menu labeled "Change Lead Status." Click on this menu to reveal the available lead status options.
Select the New Status: Choose the appropriate status from the list that best reflects the current stage of the lead. For example, you might select "Appointment Set" if you've scheduled an appointment with the customer, or "Demo" if they've done a test drive.
Status Updated: Once you've selected the new status, the lead status will be automatically updated in the system and a new follow up plan will ensue.
Key Points:
- Keeping the lead status up-to-date ensures accurate tracking of the lead's progress through the sales pipeline.
- The available status options may vary depending on your CRM configuration.
- Changing the lead status can trigger automated actions or workflows within the CRM, such as sending notifications or assigning tasks.
By following these simple steps, you can effectively manage your leads and maintain accurate records within the CRM.