Adding or modifying an event lead lifecycle model

  1. Select Settings > Event Leads > Manage Event Lead lifecycle. The Event Lead Lifecycle Models page is displayed.
  2. Select a Division and a Site to which an event lead lifecycle model must be added.
    Note: If you select the Master List site to add an event lead lifecycle model, the event lead lifecycle model is added to all sites.
  3. Click New. The Add/Edit Event Lead Lifecycle Model page is displayed.
    Note: You can modify an existing event lead lifecycle model, using the Edit option corresponding to the name of the event lead lifecycle model.
  4. Specify this information:
    Name
    The name of the event lead lifecycle.
    Description
    A description for the event lead lifecycle.
    Event Lead Lifecycle Stages
    The stages of the event lead lifecycle.
    Note: The New, Close, and Cancel / Deny Lead options must be selected to save the details of the event lead lifecycle.
    Is Default
    Select this check box to set the event lead lifecycle model as the default lifecycle when creating a new event lead.
  5. Click Save. The Event Lead Lifecycle Details page is displayed.
  6. Click Edit in the section of a specific stage to modify the details.
    Note: You cannot modify the details of the New stage.
  7. Click Done.