In order to change the status of the leads, open the “Leads” page from the “Clients” tab in the left-hand column of the webpage.
Open the current status of the required client by clicking on the down arrow under the status column to update as shown below.
The status can be updated to three available options of “Pending”, “Inprocess” or “Converted”.
Adding Lead Status In Settings > Lead Settings > Lead Status
In order to change the lead status from the settings page, hover over the profile image to display the options as shown below and click on the “Settings” icon to open the “COMPANY SETTINGS” page.
Select the “Lead Settings” option from the left side column of the settings page as shown below.
This will open the “Lead Source” page. Choose the option “Lead Status” from the left side column of the “LEAD STATUS” page as shown below.
Add the new lead status in the space provided. There are also options available to edit or remove existing lead status. Click on the “Save” button to further save the status.
Overview: Lead Management for Admins
Add Lead in Lead Module After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and “Leads” as shown below. ...
Exporting Lead Data
Exporting Leads in Lead Module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “Leads” to reveal the list of all the ...
How to Change Client Status to Inactive
Edit Client > Status Field Upon logging into the Dashboard, go to the “Clients” page. All clients are listed with details as shown below. To view further details, click on the “Action” button. In the dropdown, click on the “View” button as indicated ...
Converting a Lead to Client
Leads Module>Action Menu Dropdown In the “leads” page, click on the “Action” dropdown button. In the dropdown menu, click on “Convert to client” button. This will take you to the “Add Clients” page, where all client details may be added and saved as ...
Filtering Results in Lead Module
Filtering Results with Top Easy Filters * Top easy filters not found