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On clicking ‘Add’, a warning dialog is shown to the user informing them that adding the category is a permanent action and cannot be undone. This warning is shown specifically because there is no option to edit or delete custom flag reasons, once they are added.
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If the user clicks Yes, the category will not be added to the list. If the user clicks Yes, the new category will be added to the the list of Returned reason categories.
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Similar to lead export, it is possible to report on leads flagged using custom returned reason category.
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Report output
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| Info |
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Currently it is possible to add custom reason categories only for Returned Reasons. |
\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Add Returned reason categories | An Admin/super admin user can add custom reason categories under the Reason type ‘Returned’, so that when flagging leads as Invalid with reason as returned, they can select the exact reason for returning the lead(s) from the dropdown. |
\uD83D\uDDD2 User Permissions
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