How do you assign status for the Leads?

If the customer has manually added or imported a new Lead, the status appears as ‘Imported’. By selecting Inline editing option from 'Status', you can mark the status of the Lead as 'Converted'. Access to showroom can be granted to Lead by selecting ‘Grant showroom access” from the list view > select the level of access and Save. A confirmation display assures you that the action was successful.

A non-member Lead can be invited to the platform using “Invite user “ from 'Connected' list.  The list of options are contextual.




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