Lead Stages

Used in these workflows

• Work a Fresh Lead Through to First Deposit
• Set Up Your Sales Process

• Description: Lead Stages define the journey of a lead through your sales process, from "New Lead" to "Closed." Properly configured stages provide a clear view of your pipeline and a structured workflow for your team.
• How to create and manage:
  1. Go to Leads -> Admin Settings.
  2. Click on the Lead Stages card.
  3. Click the + Create button.
  4. Enter a Name, Description, and specify the Order of the stage.
  5. Click Submit to save.

Figure: Lead Stages

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