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Sales Innovations for Prospect Management
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          Change Engagement Status

          Change Engagement Status

          After contacting a prospect, you can update the engagement status instantly and keep the prospect's record up to date.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Professional, Starter, and Unlimited Editions

          Outreach List change engagement status

          1. To change the engagement status of a prospect, click Down arrow icon next to the prospect's name.
          2. Click Change Status.
          3. Select a status in the pop-up window.
          4. Save your changes.
            The prospect's record automatically moves to the section associated with the selected status.
           
          Indlæser
          Salesforce Help | Article