How Can I Add a Lead Stage?

Last Revised:    Written by Veloxity CRM    Time Estimate: Less than 1 minute to read. Version 2.0

Step-by-step guide

From the Main Menu, click My Profile >  App Setup > CRM Setup > Lead Stages 

  1. Click Add Lead Stage to add a new Lead Stage.
  2. Click inside the box marked New Stage.
  3. Enter the New Stage Name.
  4. Click Save.
  5. Click Fix Lead Stages. 

You are looking at a screenshot demonstrating how to Add a Lead Stage:

Figure 1. Adding a Lead Stage.