Ability to select the default lead status when creating a new lead.
Ability to select the default lead status on each team member account when creating a new lead.
The default is "Hold". A lot of the times we create these for a "booked" clients, and the team always forgets to change the status t in the add lead page before creating it.
2
votes
AdminMaria Florencia Mazzitelli
(Admin, Hostfully)
shared this idea
You can already select the status of a lead when creating it.
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Kana Gordon commented
The functionality exists to select, but the default is HOLD. It's a really easy one to forget to change, and leads end up expiring after 24 hours, when they should have been booked or an inquiry.
Instead of defaulting to HOLD, do not default to anything, but make selecting an option required before you can save it!