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.
From the Main Menu, click My Profile> CRM Setup > Lead Stages
- Click Add Lead Stage to add a new Lead Stage.
- Click inside the box marked New Stage.
- Enter the New Stage Name.
- Click Save.
- Click Fix Lead Stages.