Qualified someone still stays in the other parts of the Funnel Flow
To make sure the numbers of all the parts of the Funnel Flow (Enrolled, Invited, Accepted, Followups, Responded) are correct, keep the person who you say is qualified in those parts of the funnel as well. Now a qualified lead is only in the qualified section and not in the others anymore.
Comments: 3
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11 Feb, '22
Sonia Calderon MergedMove qualified contacts back to responded
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11 Feb, '22
gilesdux Admin"Move qualified contacts back to responded" (suggested by Sonia Calderon on 2022-02-11), including upvotes (1) and comments (0), was merged into this suggestion.
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23 Sept, '22
Kevin JuzaHow can I update a lead status? For example, I moved them to Qualified, then found out they are not. How do I update their status?
Please give us the ability to move leads up and down the status. Once a person is Qualified, but then they end up not being qualified. I would like to move them out of that bucket.