Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
When setting up your Veloxity CRM system, configure Lead Stages to match your business process. Add optional TODOs (steps to complete) to each of these progressive steps.
From the Main Menu, click My Profile> CRM Setup > Lead Stages
Click the row number of the Lead Stage where you want to add a TODO.
Click Add TODOs.
Click inside the box marked New TODO.
Enter the new TODO name.
Click Fix Lead Stages.