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How to Create a Lead Stages by Company Admin?

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 manage Lead Stages effectively.
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Step 1 : Access the Lead Stages

  1. Click the “Admin” tab in the top navigation bar of the CRM dashboard and Select the "Settings", from the Company Dashboard page.
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  2. On the Settings page, click Lead Stages. You will be redirected to the TBD stages page.
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  3. Once you navigate to the Lead stages page, it contains two tabs:

    • Default Lead Stages

    • Custom Lead Stages

    Both tabs allow you to switch between B2B and B2C contact types to manage lead stages.
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Step 2 : Default Lead Stages

Default Lead Stages are the standard stages provided by Accountable CRM.

Note: Default Lead stages cannot be edit or delete.

  1. View lead stages based on the selected B2B or B2C contact type.
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  2. Use the toggle switch to activate or deactivate a lead stage based on your requirements.
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Step 3 : Custom Lead Stage

How to Create a Custom Lead Stage

  1. 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 select the contact type B2B or B2C . Click on save button. 
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  2. When the toggle is turned On, the Lead stage will be displayed in the Contact Creation popup. When the toggle is turned Off, the Lead stage will not be displayed .
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  3. To edit a custom Lead stage, click the pencil icon and update a name. To delete a custom Lead stage, click the trash icon.
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Step 4 : View or Manage the Lead Stage

  1. Contact Creation Popup

    • 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.

  2. Pipeline Tab

    • For B2C contacts, the selected Lead Stage is displayed in the:

      Pipeline → Leads tab under the Lead Stage column.

      This allows users to quickly identify the current stage of every lead and monitor sales progress more efficiently.

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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.

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