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Created by Guest
Created on Jul 18, 2018

Prompt for or easily see status detail

The status detail is used by lots of customers and is really useful. However, unless you are changing a status it can be a little tricky to see and remember to change it, for example the staus might not change but the detial might.

 

I think with pipelines it might be worth showing or highlighting that the status you are in has status details to try and make this a little more obvious. Also I thought perhaps if there is a note added or a recall set we should have a note appear within the recall window to say " You are adding a note/setting a recall, do you need to update your lead status or status detail and allow them to do it in that window"

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