How to Create a Custom Substatus in VinSolutions Connect

Follow the instructions below to create a Custom Lead Status (substatus) in VinSolutions Connect.

1. Navigate to Settings > ILM/CRM Settings. 
2. Click Custom Lead Status. The Dealer Custom Lead Status page appears.

3. Leave the Allow managers to change custom status on leads and Allow salespeople to change custom status on leads boxes checked.
4. Navigate to the Description: field and create the custom status.You can select from the sample statuses that are automatically provided in the drop-down (Appointment Set, Bought Different Make, Bought Different Vehicle, Bought Elsewhere, Contact Customer) or you may type anything you want in the blank field to create a status. Note: You do not need to select a Process. 
5. Click Insert to save. 

6. You will be able to see the Custom Lead Status you created in the Lead Profile by clicking the Status: drop-down. This is separate from your Process. 

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These instructions are attached to this article as a PDF.