Set an automatic lead status property for new companies

[Rik1]

hi,

when I add new companies they automatically get the Lifecycle stage of "Lead". Is there a way to also give new companies automatically a Lead Status after we newly add them?

[karstenkoehler · Accepted solution]

Hi @Rik1,

Yes, but this requires a Professional subscription. If you have one, you would create a company-based workflow under Menu > Automation > Workflows:

Without workflows, this is not possible.

Best regards!