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.wps106 696717363
  8. Click “Save”.
  9. Click on “ADD STATE”.
  10. Enter State Warm.
  11. Click the SET ACTIVITY CONDITIONS(S) for the state.wps107 1790664860
  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”.wps108 1760920478
  17. Click on “ADD STATE”.
  18. Enter State Won.
  19. Click the SET ACTIVITY CONDITIONS(S) for the state.wps109 1506709349
  20. Click “Save”.
  21. Click on “ADD STATE”.
  22. Enter State Lost.
  23. Click the SET ACTIVITY CONDITIONS(S) for the state.wps110 871548445
  24. Click “Save”.wps111 453482092
  25. Click “Save”.