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I modified out Lead process and we don't use "nurturing" anymore. This works well for new leads.
When I copy a lead this new document is still placed in the "nurturing" stage. Which process do I have to modify to change this behaviour?
You can check here,
Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?
Thank you in advance!
Click on an existing lead in list view
A new lead document ("new document") is being creating
This new document is in stage "nurturing" and I want it to be in a different stage.
Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?
Reminder - are you still on it?
If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,
Sourav Kumar Samal
Sourav Kumar Samal,
The checkbox is unchecked for my field and I do not think that this will fix my problem.
This is the situation, I click on "copy" on an existing lead.
The resulting lead stage looks like this:
I do not have a "nurturing" stage in my lead stage anymore.
Could you check what is the default value of the lookup value set in the object ?
If you can give me a hint how to find this in the system .... sure