Required Date/Time for a Status
To Learn more about how to set the Required Date/ time for a status check out the video below!
There are a few ways on how you can change the Required Date and Time for status changes.
- Setting it inside the status
- Setting a required
- Using the appointment Date
Setting it inside the status
To set this inside a status, click on the Menu button beside the Badge that can be found beside on the right side of the Status Label/Name.
Once you are inside the the Status menu on the left hand side you will find Ensure status change by and you will have 2 options.
- Setting Acceptable Time– This is for a specific Time duration ranging from 1 Minute to up to how long you deem the Lead must be in that status before it turns red.
- Requiring Date– if a Lead is moved into a status with this switched on, it will ask for a Specified date up to when the Lead must be in that status before it becomes due for a new action or activity from you or your team members.
Moving the lead into a Status with “Requiring Date” set
An example of a status with requiring date set is the “Appointment Set” status, if you move a lead there it will ask for a specified date or if there is an appointment set for the Lead already it will ask you to use the date of the appointment as the specified date and time.
The settings you have here will dictate the colors of the leads with in the pipeline. To learn more about the colors click the link below.