Edit Tips and Leads Status
- 26 Sep 2024
- 1 Minute to read
- DarkLight
Edit Tips and Leads Status
- Updated on 26 Sep 2024
- 1 Minute to read
- DarkLight
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OWL Software Edition Module or Feature Available In
Standard
Advanced
Enterprise
Enterprise Plus
Enterprise Advanced
Smart City
If the status of tips and leads needs to be edited, this can be done within the View- Edit Tips and Leads page’s action items.
Steps to Edit Tips and Leads Status:
Hover over Case Management.
Hover over Tips and Leads.
Click View-Edit.
Click the action menu under the Action column for the relevant tips and leads record.
Click Edit Status.
This will provide an edit option for the tips and leads status field only.
Select the new status from the list of those available.
Click the green check mark to save your changes.
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