Auto status change
In the Autosales terméke, cards are moving automatically between the statuses instead of manually changing their status. It happens based on the setting of the card fields.
The statuses and status groups of the Autosales terméke cannot be customized, renamed, deleted and you cannot create new ones.
Advantages of auto status change:
- You can get an overall picture of the customer relationship management in your company.
- You can check how sales reps manage the leads, to whom you can sell, and who shall sales reps handle actively.
- You can facilitate the movement of cards by setting the Sales status field.
Learn more about the automatic follow-up of the sales process.