Your own lead stages and custom fields

What changed

You can define lead stages that fit your company; each stage maps to a base status. Leads and customers can carry custom fields of type text, number, select list, date and yes/no; a field marked Listede göster (Show in list) appears as a column. The Potansiyeller (Leads) list filters by stage, owner (including unassigned), source detail or campaign, custom fields and leads with an open call; clicking a row opens the contact panel on the same page. When a lead is converted to a customer, its custom field values and source detail move to the customer record.

The Müşteri oldu (Became customer) stage is reached only by converting. There are no calculated fields or formulas.

Your data: you decide what goes into custom fields; if you collect personal data with them, informing the people concerned is your responsibility. Do not put special categories of personal data, such as health, religion or ethnic origin, or information unrelated to the purpose into custom fields. Details: Data processing.

Who it is for

Plans: Starter and above. Members with lead permissions manage the settings.

How to use it

Open Potansiyel Aşamaları (Lead stages) and Özel Alanlar (Custom fields) in the Satış section under Organizasyon Ayarları. You see the fields on the Potansiyeller and Müşteriler pages under Müşteri Yönetimi; the Panel button on a customer row opens the contact panel.