How to Mark a Lead as an FTD
Edited
MONO
1) Find the lead and click on the ID
2) Click on “Action” and select “Manual State Switch”
3) Chose “FTD” and click “Submit”
MSOA
1) Find the lead and click on the UUID
2) Click on “Action” and select “Manual State Switch”
3) Choose “FTD”, tick “Is Fake”, if necessary, and press “Submit”
“Is Fake” is the setting that allows to split Manual FTDs into 2 groups:
Manual FTD
Manual Fake F