This article will run through how to use the change status wizard.
The Status Change Wizard is a quick way to send lead status updates and FYI changes without having to leave IRE. Saving a new lead, or updating the status of an existing lead will prompt the Status Change Wizard.
The Status Change Wizard gives the ability confirm changes to the lead status and follow up date, before sending an automatic update to the Lead, Referrer & Assigned BDM.
1. The Status Change Wizard will firstly confirm the status change for the Lead > Next
2. Secondly, the Follow up date will be confirmed and whether or not you want to use Campaign Trigger > Next
3. Thirdly, select if notifications are to be sent > Sent
4. Lastly, if you choose to send notifications, the email / sms screen will appear and you can then check and send update.
