Last Revised: 09 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 inside the Lead Stage box you want to edit.
- Edit your Lead Stage Information.
- Click Save.
- Click Fix Lead Stages.
You are looking at a screenshot demonstrating how to Edit a Lead Stage:
Figure 1. Editing a Lead Stage.