How to make dependency status on lead

Sangam CRM Feature Docs
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how to create dependency on lead section

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Hello Sir,

Could you please explain your query with a use case for us to understand your requirements?

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i want to update customer status after every call depend customer requirement like in customer lost so reason of lost

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Subject: Setting Up Lost Reason Field in Sangam CRM

Sir,

The Lost Reason field, along with its dependency, is already available in the system. However, for it to appear automatically, you need to set the Lead Status to “Dead”.

Please follow these steps to enable this:

  1. Add the Lost Reason Field to Layout:

    • Go to Admin → Studio.
    • Click on the Lead Module.
    • Drag the Lost Reason field from the sidebar to the required Edit and Details view layouts.
    • Save the changes.

  2. Configure Field-Level Dependency:

    • Once the above step is completed, go back to Admin → Studio.
    • Click on the three dots (options) beside the Lead Module.
    • Select Dependency, then configure the field-level dependency as needed.

Let me know once this is done, and I can guide you through the next steps if required.