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add more disqulify stats when convert lead RRS feed

  • Question

  • I want to add more disqulify stats like rejected, not viewed when convert lead. how can i add ? 

    Friday, January 8, 2010 8:56 AM

Answers

  • Hi, Ajay.

    Open lead entity form, open attributes tab, open Status Reason, select Disqualified option in status dropdown and add/remove/change statuses reasons.

    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)
    Friday, January 8, 2010 9:02 AM
    Moderator
  • Hi Andriy,

      Thanks for help, One more problem i send email when lead is disqualifed through workflows. but i want to send email disqualified lead status.

    for example
    if a lead is closed as disqualifed: Rejected & Viewed i send email template 1
    if a lead is closed as disqualifed: Rejected, not viewed i send email template 2

     If any solution this problem help me.


    Hi, Ajay.

    This is possible - check this screenshot .

    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)
    Friday, January 8, 2010 12:16 PM
    Moderator

All replies

  • Hi, Ajay.

    Open lead entity form, open attributes tab, open Status Reason, select Disqualified option in status dropdown and add/remove/change statuses reasons.

    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)
    Friday, January 8, 2010 9:02 AM
    Moderator
  • Hi Andriy,

      Thanks for help, One more problem i send email when lead is disqualifed through workflows. but i want to send email disqualified lead status.

    for example
    if a lead is closed as disqualifed: Rejected & Viewed i send email template 1
    if a lead is closed as disqualifed: Rejected, not viewed i send email template 2

     If any solution this problem help me.

    Friday, January 8, 2010 12:01 PM
  • Hi Andriy,

      Thanks for help, One more problem i send email when lead is disqualifed through workflows. but i want to send email disqualified lead status.

    for example
    if a lead is closed as disqualifed: Rejected & Viewed i send email template 1
    if a lead is closed as disqualifed: Rejected, not viewed i send email template 2

     If any solution this problem help me.


    Hi, Ajay.

    This is possible - check this screenshot .

    Truth is opened the prepared mind

    My blog (english)
    Мой блог (русскоязычный)
    Friday, January 8, 2010 12:16 PM
    Moderator
  • Hi Andriy,

      Thanks for help.

    Monday, January 11, 2010 4:53 AM