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Rushikesh Agnihotri (.) 님이 #CRM Configuration에 질문했습니다

Hello All, I am currently having 5 record types on lead which uses different lead Status picklist values. I want to change these record types to use same status picklist values. attached the Status flow screenshot

Creating lead record types with same status picklist values

 

lead record type 2.PNG

답변 1개
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2022년 3월 27일 오전 7:18

    Hello,

     

    If you want different record types to use the same statuses then edit the Lead Process on the record types from within the Object Manager. 

     

    Thanks Tom

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