Lead Stage Customization – Manage Your Lead Pipeline

Lead Stage Customization helps you define and manage the stages through which leads move during the sales process. It provides a structured way to track lead progress and organize your CRM workflow.

Where to Find Lead Stage Customization – Quick Access

1. Navigate to Settings.

2. Select Preferences.

3. Under Project & CRM Preferences, click Lead Stage Customization.

What You Can Do Here

• Add Lead Stages: Create new stages based on your sales workflow.

• Reorder Stages: Arrange lead stages according to your preferred process.

• Change Stage Colour: Assign colours to stages for easy identification.

• Delete Stages: Remove stages that are no longer required.

Managing Leads Using Stages

• Assign a stage to a lead based on its current progress.

• The lead stage is displayed in the Lead Master grid.

• The Kanban Board is organized according to lead stages.

• Drag and drop leads between columns to move them to the preferred stage.

Pro tip: Keep your lead stages organized and meaningful to maintain a clear view of your sales pipeline.