Assign Lead to Nurture Status

Project Leads maintain a status for improved tracking functionality.  Default active Statuses include the following: 

  • New
  • Contacted
  • Nurture

Users can simply change status of any active project lead.  To close a lead as qualified or disqualified, please see the Qualify or Disqualify a Project Lead procedure.


Set the Project Lead Status to  Contacted if you have contacted a lead in your Project Lead, then set the status form New to Contacted.

Video

Procedure

  1. Navigate to Project Sales / Project Leads, and open and existing Project Lead
  2. In the Header, click to expand the header fields and change the Status field

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