After contacting a prospect, you can update the
engagement status instantly and keep the prospect's record up to date.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Professional, Starter, and
Unlimited Editions
|
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To change the engagement status of a prospect, click
next to the prospect's name.
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Click Change Status.
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Select a status in the pop-up window.
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Save your changes.
The prospect's record automatically moves to the section associated with the selected
status.
