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1 Atsakyti
3321 Rodiniai

Instead of going to the 'New' Stage in Leads, newly created leads are set to an 'Undefined' stage. How do you solve this issue?

Portretas
Atmesti
Best Answer

Check the type of Lead i.e Lead or Opportunity, when you are creating,

Generally Stage "New" will be applied for "both", unless you have changed it otherwise

Portretas
Atmesti
Autorius

The setting is already the same as what you have described above. 'New' is applied for both lead and opportunity.

When about the value of "type", while creating a lead?

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