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How to add custom values for 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.

Navigate to Dashboard > My Account > Settings. Click on Lead Stage Management. Enter any relevant Display Name. You may include it in the Lead Details section. Click Add to save it and use it.

Add Lead Stage