When managing Leads, you can designate the specific Process and Stage for each one. Financial Services providers often tailor their processes based on the type of Lead. For instance, if a Lead is a family or friend referral, the process may differ from those acquired through electronic methods like campaigns or website visits. The Leads module simplifies updating the stage and status of the selected process for any Lead.
Setting a stage
In the Leads module, click the Lead's name or company name to view its details.
The process and stages are displayed in the middle of the screen :
Click the desired stage card, then Set Stage.