Change prospect status

ModuleLanding (CRM)

Suggested profileMarketing / Reception

PermissionCRM: WRITE

StatusValidated

Objective

Update a prospect's status to reflect the progress of the follow-up (contact, reschedule, not interested, appointment scheduled, etc.).

Before starting

• Locate the prospect in the list.
• Have CRM: WRITE.

Step by step

1. Enter the Landing (CRM) module.
2. Locate the prospect (use the filters or the search).
3. In the row, open the actions menu and select Change status (or the corresponding icon).
4. The status change dialog (<app-dialog-status>) opens. Select the new status.
5. Confirm with Save.

Expected result

• The prospect's status is updated.
• The metrics and filters reflect the change.
• The system shows a success message.

Pending: add screenshot of landing-estado-01-dialogo.png.

Common errors

Situation	What to do
The change is not reflected in the metrics	Refresh the page.
The status does not appear in the list	Verify that the status is still active.

Suggested permissions

• CRM: WRITE.

Operational recommendations

• Keep the status updated daily; the metrics and follow-ups depend on it.
• Document the reason for the change in notes so the follow-up team has context.

Relation with other modules

• Notifications: the change can trigger automatic rules.
• Audit log: the change is recorded.