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.