Last Revised: 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
- Update your Lead Stages.
- Click Fix Lead Stages.
Tip: Fixing Lead Stages allows you to fix invalid Lead Stage Names. Use after making changes to Lead Stage Names to update your Veloxity CRM system.
You are looking at a screenshot demonstrating how to Fix Lead Stages:
Figure 1. Fixing Lead Stages.