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Why Approved status is not showing after I selected Discovery call outcome?
Why Approved status is not showing after I selected Discovery call outcome?

When I select Approved after Discovery call, the status remains unchanged

Updated over a month ago

This may happen only if you haven't completed the whole outcome flow.

In order for Discovery outcome to be updated, and lead moved to the next stage, you'd need to complete the whole Discovery call outcome flow as follows:

  1. Click on "Add outcome" button and select Approved
    ​

  2. Select new Strategy call event, that needs to be booked with the lead
    ​

  3. Select event host:

    1. Via default event host setup β†’ Round Robin

    2. or manually selecting a specific host of the event previously selected
      ​

  4. By clicking "Schedule call" you will be redirected to the booking page, from which you will be able to select date and time of the Strategy call

Only after the new call is scheduled, status will change to Strategy call booked.


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