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Set a lead temperature

The card displays the selected temperature and can be found using the corresponding filter.

Before you start

  • Access to Pipeline and the deal to view or update.

Step by step

  1. Find the card in Pipeline.

  2. Click its temperature indicator.

  3. Choose Hot, Warm or Cold.

  4. To remove the classification, reopen the selector and choose the clear-temperature option.

  5. Click outside the menu or the indicator again to close without choosing a different temperature.

Check your result

The card displays the selected temperature and can be found using the corresponding filter.

Open this screen in OneWhats

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