Hi
Is it possible to change the lead status option from the standard "Dead, assigned, in Process etc" to custom ones like "On Review, On Hold etc"?
Thanks
Hi
Is it possible to change the lead status option from the standard "Dead, assigned, in Process etc" to custom ones like "On Review, On Hold etc"?
Thanks
Yes, it is possible to modify them.
Login as a user with administrator rights, then click Admin > Drop Down Editor. You'll want to modify the lead_status_dom list.
Regards,
Angel Magaņa
Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
Blog: http://cheleguanaco.blogspot.com.
Twitter: @cheleguanaco.
________
| Projects: |_____________________________________
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| CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
| GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
| CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
| Round Robin Leads Assignment
| Phone Number Formatter
| CaseTwit (Twitter Integration)
______________________________________________
You can certainly change the labels or create new items or remove existing ones. One note of caution: Keep the status 'Converted'. You can change the label name, but do not delete the database value, since there is code that auto updates the lead status to converted when you convert an account.
Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net
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