State Action
Overview
This page controls how lead states behave — what fields are required, when check-ins are needed, and how state changes work.
Settings Reference
| Setting | Description |
|---|---|
| Done Deal State | Defines which states are considered eligible to mark a lead as Done Deal. |
| Done Deal Line Mandatory to Reservation Phase | When ON, a lead must be in Done Deal state before it can move to reservation. |
| Keep Reassigned Leads in the Same State | When ON, reassigned leads stay in their current state. When OFF, they go back to Fresh Leads. |
| States That Don't Require Time and Date in Next Action | For these states, the salesman can log a next action without setting a date/time. |
| States Require Check-in | A check-in must be logged when the lead is in one of these states. |
| States That Require Contact Tool Field | The contact method field (call, WhatsApp, etc.) is mandatory in these states. |
| States That Require Reply Option Field | A reply option must be selected in these states. |
| States That Require Segment Field | The segment field is mandatory in these states. |
| States That Require Age Field | The age field is mandatory in these states. |
| States That Require Purpose Field | The purpose field is mandatory in these states. |
| States That Require Gender Field | The gender field is mandatory in these states. |
| Select State Require Feedback | Feedback is mandatory when moving a lead to these states. |
| Set Next Date Limitation | Configures date constraints for next actions in selected states. |
| Show Reply Options in Next Action | When ON, reply options appear in the next action form for selected states. |
| States for Setup Meetings Location and Contact Guests | These states allow setting a meeting location and adding guest contacts. |
| Set No-Action State Visible | When ON, the "No-Action" state becomes visible to users. |
| Require Check-in Before State Move | When ON, a check-in must be completed before changing a lead's state. |
| Show Lead Info in Call Center Export | When ON, lead details are included in call center export files. |
| Lead Sorting Method | Sets the default sorting order for leads across tabs. |
