Hello Christian,

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

Thank you in advance!

Hello Anastasiia!

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

Anastasiia Stepanova,

Reminder - are you still on it?

Christian Waidner,

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

Thanks,

Sourav Kumar Samal

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

This is the situation, I click on "copy" on an existing lead.

The resulting lead stage looks like this:

I do not have a "nurturing" stage in my lead stage anymore.

Christian Waidner,

Could you check what is the default value of the lookup value set in the object ?

Thanks,

Sourav

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Christian Waidner,

You can check here,

Thanks,

Sourav