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Former Member

Lead Qualification and Status

Hello Experts,

Please help me understand how qualification level and lead status are related to each other. Is there any configuration which controls availability of lead status based on qualification level maintained in the lead of Hybris Cloud for Customer

Thanks & Regards,

Lakshith

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1 Answer

  • Best Answer
    Aug 17, 2017 at 11:18 AM

    Hello Lakshith,

    Initially when a lead is created it takes up the status as Open and status field dropdown only shows Open and Qualified status. Once you assign qualification level in the lead then the lead status is changed automatically as qualified and it is taken based on the Business configuration settings that you have maintained for Leads Qualification Level it takes up the status accordingly.

    Once lead status changed to qualified then in dropdown other status (as Accepted, declined, Open etc.) will be available.

    The internal lifecycle of leads proceeds as follows:

    Open: When the user creates a lead, the solution assigns it the internal status Open.

    Qualified: Once the user qualifies the lead, its internal status changes to Qualified. If you choose to define more than one status that uses Qualified, then the solution must determine which status to display when a lead is qualified. As delivered, the solution displays the status with internal status Qualified and the lowest sequence number.

    Converted: When the user converts the lead into an opportunity or account and contact, the internal status changes to Converted, and the lead cannot be reopened. Once the status Converted is assigned to a lead, the user cannot modify the lead, or assign a new status to it.

    Regards,
    Amit Kumar

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    • Former Member

      Hi Amit,

      Thanks for your reply and detailed explanation.

      Can you please help me in where to maintain the business configuration settings for the below requirement.

      When the qualification level of the lead is set to "Cancelled", we want the status of the lead to be as "closed" rather than qualified. Is this which can be done ?

      Thanks in advance.

      Regards,

      Lakshith