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Why Approved status is not showing when selected after Discovery call?
Why Approved status is not showing when selected after Discovery call?

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

Updated over 2 months ago

This may happen only if you haven't completed the whole 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.
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For example, if a lead screening was successful after a discovery call, you need to:

  1. Click on "Add outcome" button

  2. Select Approved

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

  4. Select event host:

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

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

  5. 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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