Updating the Lead Status using Lead Stages

Updating the Lead Stage or Status is very important for Lead Analytics. It is recommended that previous stages are not deleted when adding a stage so an audit trail is developed.

1. Select Leads from the left menu.
2. Select the required lead from the Lead dropdown.
3. Navigate to the Stage section on the top right and click Add.
4. On the Add Lead Stages popup:
5. Select the Stage Level.
6. Enter the current date in the Date field.
7. Enter the Estimate Close Date, which is usually the bid due date or the date that the lead will be awarded.
8. Enter the lead Amount. This would be the proposal amount if an estimate has been prepared
9. Click Save.