Lead Description vs Lead Status Description. | Which are for what?

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

I been trying for a while to figure out the intent of both these fields while working in the system.

I have mainly used the lead description (in the “Overview” tab) because it has way larger window and better overview so you can easily see what you have typed and using it as a log for contacting the prospect and if spoken to them over the phone I write down all data they tell me during the conversation.

But I have yet to figure out the purpose/how/why to use the Status Description field in the “More Information” tab (which is very small in size by the way), so would be very happy if someone could explain this and also maybe share how you guys use that “Status Description” field.

Thanks in advance for the help.

Kind regards
PowerQuest

2

I believe is to describe status changes details. I have some instances where my clients find it useful and others where they don’t. In those last cases I will just hide it and not worry about it.

Thanks,

BrozTechnologies

3

Ok, great!

Thanks a bunch for explaining this.

Kind regards
PowerQuest

4

No problem!

BrozTechnologies

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