Confirmed lead status
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For the confirmed lead status, will it be under “confirmed” only if the deposit AND contract is signed or just either?
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For the confirmed lead status, will it be under “confirmed” only if the deposit AND contract is signed or just either?
Both have to be completed.
Both have to be completed.
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.
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.
Default is deposit and signed have to be completed in order for it to be in a confirmed status.
Default is deposit and signed have to be completed in order for it to be in a confirmed status.
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