Leads states locking

Release date:

A new function in the Hanna CRM system is the locking of lead statuses. In the settings, check that you want to enable lead status locking. The lead status will automatically change to:

  • Was contacted- if you will communicate with the customer by mail or during a call, if e-mail is enabled. for mail synchronization or telephony;
  • Offer submitted- when you assign an opportunity to a lead.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.