Request A Demo

How To Create or Edit a Lead Status in FranchiseSoft?

November 11, 2022 Written by Jamshaid Hashmi

1. Click Admin on the main navigation and select Master Data.
2. Click on Lead Status. This will open the list of current lead statuses.

Create or Edit a Lead Status
3. To add a new status, click Add New.
4. Enter Lead Status Name and Sequence. A status type can be applied for a Positive (Won) or Negative (Lost) steps.

Create or Edit a Lead Status

5. Do not forget to Submit to save.
6. To edit a status, click on the gear icon associated with the status you want to update and then edit the information as you want.
7. Click Submit to save your edits.

For More Details: https://app.franchisesoft.com/knowledge_base/article_detail/106

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.

Back

Get an Inside Look

With all these key components packaged into an all-in-one system, it’s no surprise that FranchiseSoft is considered the best franchise management CRM in the market.

Ready to see FranchiseSoft for yourself? Fill out the Demo Request form to schedule an inside look at our franchise management software.

Video Thumb Icon
Pre-recorded Demo