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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Leads and Customer forms

edited Jun 2, 2025 2:27PM in Ask A Guru 3 comments
  1. How to enter default Lead Status/Stage for New Leads
  2. What's the difference between Standard Customer Form and Standard Lead form?
  3. Can we set the Customer status list (Stages) hierarchy as per customer's own CLASS sheet (Status)?
  4. Manually updating of headings - Lead, Prospects or Customer?
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