In Accountable CRM, the Lead Stages feature on the Company Admin page allows you to create, edit, and manage lead stages used to track the progress of leads. This helps maintain a structured sales workflow and ensures consistency across all company users.
How To Create Lead Stages:
Follow these steps to create, edit, and manage Lead Stages effectively.
Step 1 : Access the Lead Stages
Click the “Admin” tab in the top navigation bar of the CRM dashboard and Select the "Settings", from the Company Dashboard page.
On the Settings page, click Lead Stages. You will be redirected to the TBD stages page.
Once you navigate to the Lead stages page, the default lead stages will be automatically displayed in a deactivated state. To use a default lead stage, enable the toggle button to activate it.
Step 2 : Creating a New Lead Stage
To create a custom lead stage, Click "Add Lead Stage" button located in the top right corner. Once you click, a modal pop-up will appear. Enter a Lead stage name and click on save button.
The newly created Custom Lead Stage will now be available in the Lead Stage dropdown when adding or editing a contact. Custom lead stages appear under the Custom section of the dropdown list.
When the toggle is turned On, the Lead stage will be displayed in the Contact Creation popup. When the toggle is turned Off, the TBD stage will not be displayed in the popup.
Step 3 : Editing or Deleting a TBD Stages.
To edit a Lead stage, click the pencil icon and update its details. To delete a Lead stage, click the trash icon.
Note: Default Lead stages cannot be modified or removed. Only custom Lead stages can be edited or deleted.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support