Loading
Mail Delivery Issue Impacting Email to Salesforce UsersRead More
Get Ready to Use Financial Services Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Values to the Lead Status Picklist

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Managed Package Installation Guide

            Add Values to the Lead Status Picklist

            To help users track their leads, add picklist values to the Lead Status field.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager, then Lead, and select Fields & Relationships.
            2. Select Lead Status.
            3. If the picklist values Working - Contacted and Nurturing - Contacted aren’t present.
              1. Click New.
              2. For the label and API name, enter Working - Contacted.
              3. Save your changes.
              4. Add the Nurturing - Contacted picklist value by repeating these steps.
            4. Configure the picklist values.
              1. From Setup, enter Lead Processes in the Quick Find box, and then select Lead Processes.
              2. Click Lead process.
              3. If they aren't present, add Unqualified, New, Working - Contacted, Nurturing - Contacted, and Qualified (Converted) from Available Values to Selected Values.
              4. If it isn't set, select New as the default value.
              5. Save your changes.
             
            Loading
            Salesforce Help | Article