Last Revised: 18 Sep 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
From the Main Menu, click My Profile > App Setup > CRM Setup > Lead Stages
- 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.
You are looking at a screenshot demonstrating how to Reorder Lead Stages:
Figure 1. Reordering Lead Stages.