Sales Lead Status and Assigned To

Sales Leads includes the option to add a Status column that indicates the current status of the request, specifying whether the request is Pending, Request Received, In Process, Completed, Canceled, or Purchased.  Additionally, an Assigned To column to notate who has ownership of this request.

If you do not see the Status or Assigned To column, click the Manage Columns icon at the top, right corner and click the box next to Status and/or Assigned To. To reorder the columns, click and drag the Manage Column icon to the respective order.

Changing/Updating the Assigned To & Status of a Sales Lead

To update the status of a request or change the assigned to, there are a couple ways to do this: from the main request screen, within the details of a request OR by Mass Update

1. Main Request Screen: Within the Sales Lead Main Screen, with columns Assigned To & Status enabled, hover over the Assigned To or Status and update by clicking on either/or to change the Assigned To or update the Status of a request.

2. Within the Request Details: click the ID Number or click the three vertical dots and select Details.

Next, click the pencil icon next to Status and/or Assigned To, select the respective status to update and/or the Assigned To and then click [Save].

IMPORTANT: If using the customer portal, it is important to keep these updated so that your customers know the status of their requests.

Mass Update Status and Assigned User

To update the status and/or the assigned user on multiple requests at once, follow the steps below:

1. In HQ, Service>Sales Lead, click the box icon in the top right corner

2. The Sales Leads displayed will then have a box to the left of each request. Simply select all the requests you'd like to update the status and/or Assigned To by clicking on the corresponding box for each lead and then select Update Status and/or Change Assigned To.

3. When selecting Update Status, choose from the list of options within the dropdown menu and click Save. When selecting Change Assigned To, you can either assign to yourself by selecting Assign to Me and clicking Save or select a User within the dropdown menu and click Save or Unassign.

TIP: If ALL status' or assigned to are to be updated, click on the box at the very top of the lead list. This will select ALL leads on the page. Click and choose Update Status, then selct all again and click on Change Assigned To and repeat the above steps, click Save.