Request: How can I set the default status for prospects who do not yet have a transaction associated with them?
Solution:
When working with prospects in your system, you can define a default status to be assigned to new prospects who do not yet have a transaction associated with them. This allows you to categorize and manage prospects effectively.
Here’s how you can set the default prospect status:
- Go to Setup -> Sales -> Sales Preferences
- Under the General subtab, select the default status value for the Prospect Status – New field.
It’s important to choose a default status that aligns with your workflow and helps you track and manage prospects efficiently. You may consider using terms such as “New,” “Unassigned,” or “Undecided” to indicate that these prospects are in the initial stages of engagement.