Status

The Status Management feature allows you to efficiently manage the various statuses of your sales leads. This functionality enables you to add new statuses or modify existing ones. Adding a status involves defining its name and nature, which helps in tracking and categorizing leads throughout their lifecycle. Modifying or updating statuses ensures that your sales process remains aligned with current business needs and practices.

Deletion Restrictions

Once a status has been assigned to one or more sales leads, it cannot be deleted. This restriction is in place to maintain the integrity of your historical data and reporting. By preventing the deletion of statuses that are linked to active or past sales leads, you ensure that all records remain accurate and consistent, which is essential for reliable sales tracking and analysis.

Ensuring Data Integrity

The restriction on deleting statuses helps preserve the accuracy and completeness of your sales lead data. This approach ensures that all status-related information remains intact for thorough analysis and reporting. Managing statuses with these constraints supports effective sales management by maintaining a reliable and comprehensive record of lead progress and status changes.