7 Replies Latest reply on Sep 9, 2016 4:15 AM by Grégoire Michel

    Lead Status vs. Program Status

    Tim Leverett

      Is there a way to have a global list of statuses for leads that is different from program specific statuses? For example, a program would have a series of program statuses that are specific to that program, but then there is a global lead status that could also be updated over time as leads move through different programs. Hopefully I'm explaining this correctly.

       

      A simple example:

       

      Program 1 Statuses

      - Filled out Form

      - Downloaded File 1

      - Downloaded File 2

      - Contact Interest

       

      Program 2 Statuses

      - Demo Interest

      - Demo Scheduled

       

      Global Lead Statuses

      - Anonymous

      - Known Prospect

      - Influenced

      - Contacted

      - Demo Given

      - Is Customer