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5 STEPS

1. To make a status set as the default status for leads when they post in or get created in Ricochet, click Configuration

Step 1 image

2. Click Status Management

Step 2 image

3. Click the dropdown to select a status to be used as the default status for leads created (via posting in or created manually).

Step 3 image

4. Typically the status selected here would be your "New" type status for all new leads that post in or otherwise get created.

For this example, we will select New Lead

Step 4 image

5. Click Save to apply your changes.

Step 5 image

Copy of text and screenshots from the tutorial/solution:


1. To make a status set as the default status for leads when they post in or get created in Ricochet, click Configuration


2. Click Status Management

3. Click the dropdown to select a status to be used as the default status for leads created (via posting in or created manually).

4. Typically the status selected here would be your "New" type status for all new leads that post in or otherwise get created.

For this example, we will select New Lead

5. Click Save to apply your changes.

Applicable User Seat Types

Admin

Galaxy

Booster


Applicable Permissions

Administrator



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