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 inside the Lead Stage box you want to edit.
- Edit your Lead Stage Information.
- Click Save.
- Click Fix Lead Stages.