Found it - but it wasn't what I was looking for - ...
# general
k
Found it - but it wasn't what I was looking for - it's a personal preference on global search. Won't impact my field. Guess I'll just create a customer status called "Lead" and make it default.
r
This is what we do. Although, we have different "Lead" statuses as well as various "prospect" statuses depending on "how they come into the system".