Update the lead status using lead stages

Updating the lead status is essential for accurate lead analytics. When adding new stages, avoid deleting previous ones to maintain a complete audit trail.

1. Go to Leads and select the appropriate lead in the Quick Select section.
2. In the Stage section, select Add.
3. In the dialog, do the following:
   1. Select the Stage Level.
   2. Select the current date in the Date field.
   3. Enter the Estimate Close Date, which is usually the bid due date or the date that the lead will be awarded.
   4. Enter the lead Amount.

      If an estimate has been prepared, use the proposal amount.

4. Select Save.