Loading
Índice
Filtros (0)Adicionar
Selecionar filtros

          Sem resultados
          Sem resultados
          Aqui estão algumas dicas de pesquisa

          Verifique a grafia das palavras-chave.
          Tente utilizar termos mais genéricos.
          Selecione menos filtros para ampliar sua pesquisa.

            Pesquisar em toda a Ajuda do Salesforce
            Pesquisar em toda a Ajuda do Salesforce
            Add Lead Status Picklist Values for Financial Services

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Lead Status Picklist Values for Financial Services

            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.
             
            Carregando
            Salesforce Help | Article