Status Reason/Qualified

Hello,

We created a new view for our leads. We added a few more
fields to the view so we could sort things a little
differently.

However, when we qualify a lead as a contact, they do not
move off the Lead status screen and the status reason code
says they are qualified. If we go to one of the canned
status views like "active" or "all" leads, they are gone.
Exactly what we need on our view.

Can anyone give me some directions on how to resolve
this. Thanks in advance.

Stephen
Sat Jul 31 17:22:49 CDT 2004

Ben,

When you create/edit a view, there is an option in the right-toobar called
"Edit Filer Criteria". You need to add a condition to the view Field:Staus,
Condition:Equals, Value:Open.


Stephen


"BenP" <bpearce@advcybpro.com> wrote in message
news:7c2f01c47739$14efaf30$a601280a@phx.gbl...
> Hello,
>
> We created a new view for our leads. We added a few more
> fields to the view so we could sort things a little
> differently.
>
> However, when we qualify a lead as a contact, they do not
> move off the Lead status screen and the status reason code
> says they are qualified. If we go to one of the canned
> status views like "active" or "all" leads, they are gone.
> Exactly what we need on our view.
>
> Can anyone give me some directions on how to resolve
> this. Thanks in advance.

BenP
Sat Jul 31 19:36:07 CDT 2004

Thanks Stephen!

That was exactly it. What was strange was I was the
option to edit the view filters wasn't there. I had to
delete it and start over.

>-----Original Message-----
>Ben,
>
>When you create/edit a view, there is an option in the
right-toobar called
>"Edit Filer Criteria". You need to add a condition to
the view Field:Staus,
>Condition:Equals, Value:Open.
>
>
>Stephen
>
>
>"BenP" <bpearce@advcybpro.com> wrote in message
>news:7c2f01c47739$14efaf30$a601280a@phx.gbl...
>> Hello,
>>
>> We created a new view for our leads. We added a few
more
>> fields to the view so we could sort things a little
>> differently.
>>
>> However, when we qualify a lead as a contact, they do
not
>> move off the Lead status screen and the status reason
code
>> says they are qualified. If we go to one of the canned
>> status views like "active" or "all" leads, they are
gone.
>> Exactly what we need on our view.
>>
>> Can anyone give me some directions on how to resolve
>> this. Thanks in advance.
>
>
>.
>

BenP
Sat Jul 31 19:38:06 CDT 2004

Stephen, can you drop me an e-mail?

>-----Original Message-----
>Ben,
>
>When you create/edit a view, there is an option in the
right-toobar called
>"Edit Filer Criteria". You need to add a condition to
the view Field:Staus,
>Condition:Equals, Value:Open.
>
>
>Stephen
>
>
>"BenP" <bpearce@advcybpro.com> wrote in message
>news:7c2f01c47739$14efaf30$a601280a@phx.gbl...
>> Hello,
>>
>> We created a new view for our leads. We added a few
more
>> fields to the view so we could sort things a little
>> differently.
>>
>> However, when we qualify a lead as a contact, they do
not
>> move off the Lead status screen and the status reason
code
>> says they are qualified. If we go to one of the canned
>> status views like "active" or "all" leads, they are
gone.
>> Exactly what we need on our view.
>>
>> Can anyone give me some directions on how to resolve
>> this. Thanks in advance.
>
>
>.
>