Lead Status - Change - How to

[ronea23]

Dear Team , pls guide me to configure the following lead status.

The present status are

New,Assigned,In Process, Converted, Recycle, Dead.

Need to change few of the names.like

Assigned --> Contact
Recycle --> Disqualified
Dead --> Not Interested.

How to achieve this.

Regards,
Ronald

[yuri]

You can change just labels

Administration > Entity Manager > Lead > Fields > Status

[adrianogoerk]

Erro 409

[adrianogoerk]

Sorry, Status Lead existent.

[Ashif Malayil]

New,Assigned,In Process, Converted, Recycle, Dead. what if i removed the converted status instead of changing Label? How can i retrieve it?

[lazovic]

You can reset Status field settings to default. Go to Administration > Entity Manager > Lead > Fields > Status and press the Reset to Default button.

[Ashif Malayil]

But will this going to effect my existing data? or the existing status options?

[victor]

All the statuses you selected will remain in the old records. Even the data that disappeared from Administration > Entity Manager > Lead > Fields > Status after you clicked the Reset to Default button. However, the old/deleted options will not be available for new records.

[Ashif Malayil]

How can i achieve this without effecting any of the existing data and the future data? Can you help me?

[victor]

I have described what happens after clicking the Reset to Default button (as advised by lazovic). The old data will remain unchanged until you change this data yourself, through a formula or workflow.

[Ashif Malayil]

So, after Reset to Default button, these all are will be the available status, New,Assigned,In Process, Converted, Recycle, Dead. I can add the old existing status again. is possible to mass update those to these newly added status?

[victor]

Example:

1. You have leads one, two and three.
2. You specified Status A for lead one, Status B for lead two and Status C for lead three.
3. You decide to click the Reset to Default button in Administration > Entity Manager > Lead > Fields > Status and save the changes:

• For leads one, two and three the Statuses will remain unchanged: Status A for lead one, Status B for lead two and Status C for lead three.
• For all leads except one, two and three, Statuses A, B, and C have become unavailable.
• If it is necessary to change the Statuses for leads one, two and three, it must be done separately using Mass Update, Formula, Workflow or BPMN.