Define States

To define states, follow the steps:

Path: App Builder - Entities – Leads - Define States

  1. Click on Entities.
  2. Click on “Manage Entities”.
  3. Select the “Lead” in Active Entities.
  4. Select “State Definitions”.
  5. Click on “ADD STATE”.
  6. Enter State Hot.
  7. Click the SET ACTIVITY CONDITIONS(S) for the state.
  8. Click “Save”.
  9. Click on “ADD STATE”.
  10. Enter State Warm.
  11. Click the SET ACTIVITY CONDITIONS(S) for the state.
  12. Click “Save”.
  13. Click on “ADD STATE”.
  14. Enter State Cold.
  15. Click the SET ACTIVITY CONDITIONS(S) for the state.
  16. Click “Save”.
  17. Click on “ADD STATE”.
  18. Enter State Won.
  19. Click the SET ACTIVITY CONDITIONS(S) for the state.
  20. Click “Save”.
  21. Click on “ADD STATE”.
  22. Enter State Lost.
  23. Click the SET ACTIVITY CONDITIONS(S) for the state.
  24. Click “Save”.
  25. Click “Save”.