Changing the Group State

You can change the Group State of a household between leads, awaiting quote, and reviewed quote.


  1. On the household’s detail page, click on the Group State drop down menu.Screen_Shot_2022-06-23_at_4.34.02_PM.png
  2. Select which call view page you would like to move your household to.               Screen_Shot_2022-06-23_at_4.36.24_PM.png
  3. You will now find this household on the chosen call view page. 

To learn more about the differences between group states, visit our Understanding the Header

article HERE.

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