Hi guys,
I have found out how to customise the sub-values of the lead status (eg: 'Lost' as a sub value of 'Disqualified'). However, I want to add a separate status to the main values.
How do I do this? (I want default options of open, qualified and disqualified - while also wanting to add 'inactive').
I wish to do this for the purpose of creating a workflow that stores 'inactive' leads while hiding them from all reports information, value estimation of leads ETC and then create a workflow that automatically converts the 'inactive' lead to an 'open' lead once we reach a specific date as outlined by an alternative entity.