Mautic Community Forums

Changing lead status

Hi, Im new on this awesome tool, can anybody please help me letting me know how can I achieve this:



I need a field/status/stage (Dont understand much the differences) that should be auto assigned and updated depending on:


  • I the sales representative creates the lead inside Mautic, it will automatically put the lead on a MANUAL category.
  • If the created lead comes from a specific Form, it should be called with the name of the form.



    And the I should have a report where I can see this information, how many in each category.



    Is this possible?



    Thanks

Hi, Im new on this awesome tool, can anybody please help me letting me know how can I achieve this:

I need a field/status/stage (Dont understand much the differences) that should be auto assigned and updated depending on:

  • I the sales representative creates the lead inside Mautic, it will automatically put the lead on a MANUAL category.
  • If the created lead comes from a specific Form, it should be called with the name of the form.

And the I should have a report where I can see this information, how many in each category.

Is this possible?

Thanks