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 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.
You are looking at a screenshot demonstrating how to Add a Lead Stage:
Figure 1. Adding a Lead Stage.