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On this page
  • 1. Add new Lead Stage
  • 2. Edit existing deal stages
  1. Leads
  2. Lead Contact

Add or remove deal stage

PreviousAdd or Remove PipelineNextAdd or remove Deal Agent

Last updated 4 months ago

Deal Stages can be added to existing lead pipelines

1. Add new Lead Stage

Path: Settings > Lead Settings > Pipeline > Add new deal stage

  • Choose from existing pipelines > add deal stage name > colour > save

2. Edit existing deal stages

Path: Settings > Lead Settings > Pipeline > Choose a pipeline > Deal Stages

  • Edit or delete existing deal stages