ChapterBuilder - Council Dashboard - Changing Lead Statuses
If you want to change an individual Lead's status, you can easily do it from the Lead List or a Lead's profile.
Changing a Lead's Status from the Lead List
1. Navigate to the Lead List (use the left side navigation bar)
2. Find the Lead you are looking for (you can always search at the top).
3. Find that lead and find the status column (it will be their current status or letter grade) and click.
4. A pop up window will appear that allows you to select a new status to apply to that Lead.
You can also change the Lead's status from their profile. Simply navigate to the Lead's profile by clicking on them on the Lead List. There, you will see their status at the top. Click on it and you will be able to adjust their status (see screen shot below).
Summary
If you want to change an individual Lead's status, you can easily do it from the Lead List or a Lead's profile. Navigate to the Lead List > Find the lead you want to work with > Click on their letter grade/status and there you will be able to adjust it.
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