Confirmed lead status

miguel c. shared this question 2 months ago
Answered

For the confirmed lead status, will it be under “confirmed” only if the deposit AND contract is signed or just either?

Comments (3)

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Both have to be completed.

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Lead status settings will dictate what happens to a lead at each phase. You can set it up either way. Settings>lead Statuses. I don't remember what default is.

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Default is deposit and signed have to be completed in order for it to be in a confirmed status.

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