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.
- Click the row number of the Lead Stage you want to move.
- Drag and drop the Lead Stage to the correct position.
- Click Save.
- Click Fix Lead Stages.