Changing Leads Statuses
Leads can be manually assigned statuses so you can easily categorise and take necessary action against each lead. There are filters in the Leads Module for you to segregate leads per your requirements.
1. Access the back office and navigate to the Leads Module.
2. Choose a lead whose status you want to alter, avoiding selecting any leads from the "Deleted" or "Archived" tabs. Click the "Change Status" button and pick 'Contacted' or any status from the dropdown.
5. A confirmation modal will appear, confirming the change. Please click "OK" to finalize the change.
- We can see that the lead has now moved to the 'Contacted' Tab.
Article by Roshel Jose
Please note:
- The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
- Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.