Creating a Process and Stages for Leads Module

Financial service providers often have diverse Lead sources: Inbound, Outbound or Referral. Each potentially necessitating a distinct process. In this article, we will explore how to create a Process and incorporate stages within the Leads module.

Creating a Process for Leads

To create a Process for Leads you must have Administrator rights. 

• Go to Administration and select Settings.

• In Settings, expand Leads and select Processes and Stages.
• Click ADD PROCESS:

• Enter the process name:

• Click Save to create the Process:
• By default the newly created process is hidden. Click the process name to expand:

• Click EDIT STAGES.

• Enter a Stage Name and click Save. 

• Repeat the step until all of the stages are created.

• Edit a Stage Name by clicking the icon:

• You can Drag and Drop stages to your desired order.

• When you have finished organizing the order, click SAVE ORDER.

• Click the BACK button to go back to the list of Processes.
• Make the Process visible by clicking the icon:

• The menu button allows for rename, copy and delete:

• Go to Leads.
• When creating a new Lead, the process you just created will appear in the Process field.

• You can Edit an existing Lead and select the newly created process. Click SAVE when done.