Configure Lead Stages

Lead Stage represents the position of the lead in sales funnel. Leads may be at different levels of engagement with your offers depending upon their awareness, need, interest and budget. The position of a Lead in sales funnel based on its level of engagement is called Lead Stage.

By default, LeadSquared is configured with three fundamental Lead Stages:

  • Prospect
  • Opportunity
  • Customer

Lead Stages may vary from company to company and industry to industry. Keeping this variation in mind, LeadSquared allows you to customize and add Lead Stages.

Prerequisites
You are logged in as admin user.

Procedure:

1. Follow the below steps to configure Lead stage as per your requirement.

Navigate to My Account > Settings > Customization > Lead stages

Click on Add button to add desired Active lead stages.

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Follow the same steps to add Inactive lead stages.

2. Below steps describes the procedure for Edit, Delete, Change the sequential listing of Lead stages as per your requirement.

Click on Edit icon to rename the Lead stage.
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Click on Delete icon to delete the Lead stage.
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Stages 4-22-2015 7-02-59 PMClick on Up/Down arrow keys to list the Lead stages in sequential order.Stages 4-22-2015 7-05-08 PM

That’s all you need to do to configure Lead Stages.

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