Disabling Progress Stages From Being Manually Updated

Disabling Progress Stages From Being Manually Updated

Overview

This configurable setting allows for an account to exclude specified progress steps from being manually selected by a user. These steps will still able to be attained through calendar event completion or form creation as well as integrations.

Provisioning

In My Company

Settings > Company Settings > My Company - Dealer Attributes



There is not a multi-select drop down. When a progress step is selected, users will no longer be able to check them off manually on a lead.

    • Related Articles

    • Lead Progress Unable To Be Manually Updated

      Overview As part of the 25.2.1 sprint, and designed to be used with Calendar Events To Update Lead Progress, and form creation a new setting has been created that will not allow for a user to manually update the leads progress in the Road to a Sale. ...

    • How To Manually Load Prospect & CRM Follow Up Records

      In addition to importing Prospect Activity in bulk via 'Import Prospects' or via integration with your DMS, it is also possible to manually load Prospect & CRM Follow Up records to AutoPlayAuto.com.  This is only recommended if you do NOT have ...

    • How To Update Lead Progress

      It is important that you always update where your leads are at in the road-to-the-sale whenever you finish managing a lead.  You can do this using the 'Progress' field.  When updated the 'Progress' shows in the 'Progress' column, and can be filtered ...

    • Creating A Default Lead Progress Update From Completed Calendar Events

      Overview We have now enabled for calendar events to have default Lead Progress stages attached to them so that when the calendar events are completed, the lead progress will automatically be updated. A mechanism has also been built in to be able to ...

    • How To Use Dashboard Search Filters To Find Your Leads

      Watch the short video below to find out more about using the Sales Pipeline Dashboard. The Dashboard is the home of all the leads captured automatically, or entered manually in the Sales Pipeline.  The leads you will first see within the Dashboard ...