Default Event Sales Status for Web Lead Forms
AnsweredWhen I set a default event status in the web lead form configuration, the software ignores it during creation. No matter which value I choose, the account lead is always created with ‘Potential’ (which makes sense because it is a lead). But I wonder why the default value exists or why it isn’t applied.
-

-
Here's the respone i received from engineering.
"Currently, those default values set on the Web Lead Form Configuration are not being respected.
When a Lead is inserted via Web Lead Form, as per initial implementation, we just hard-coded 'P' (Prospective) for Event Sales Status instead of retrieving the value from the configuration and use it.
Similarly, '0' is set for others. We have discussed to enhance it but never got to it."
Here is the Account Statuses screenshot:

-
Seth Halvaksz thanks for your quick response
-
I would have an additional question to this Seth Halvaksz
Anyone else feel free to answer if you know something Mike Schepker Pieter Fourie Nicole Loh Satya Ram Nukala
When you convert a Lead to the Actual Account what Status is this Account suppose to get then? I'm dealing with a client at the moment where the outcome is always that the converted Lead will stay on the “Prospective” Status. Is that meant to be and if not what setting is this based on.
Maybe I overread it but in the articles this is not mentioned:
https://supportcenter.ungerboeck.com/hc/en-us/articles/360049413614-Configure-Account-Lead-Statuses-and-Sources
https://supportcenter.ungerboeck.com/hc/en-us/articles/115005097534-Add-and-Manage-Account-Leads -
Tagging Carissa Harrison on this question
-
Mike Schepker do you know the answer? Dominik's question sounds like a general question about converting lead to an account.
-
I don't know what the behavior should be and the article doesn't specify what status the account should be created with. My guess is it would remain at the status of Prospective since that's what was set by the lead.
Please sign in to leave a comment.
Comments
7 comments
Date Votes