Stages are the steps a lead goes through at your business. You start with a list made for your kind of business. Rename them the way you say them.
Steps
- Open Leads, then press Stages.
- Rename a stage: type over its name.
- Reorder: press Up or Down.
- Add one: type its name under New stage, choose what it means, and press Add stage.
- Remove one you do not use: press Remove.
- Press Save stages. Nothing changes for your team until you do.
What a stage means
Each stage has a meaning. It decides which list a lead shows in.
| Meaning | Where the lead shows |
|---|---|
| Still talking | Reply now, or the waiting list, by whose move it is |
| You owe them a price | The "owed" list, once you have answered them |
| You gave them a price | The "sent" list, until they get back to you |
| Booked | Booked, and green on the calendar |
| The work is finished | Done |
| Not going ahead | Closed |
Good to know
- A stage with leads in it cannot be removed. Move its leads to another stage first. The page tells you how many are in each.
- Keep at least one "Still talking" stage, so new leads have somewhere to start.
- Undo my changes puts the page back to what is saved.
- Back to the starting stages returns to the list you began with. It asks first.
- Between 2 and 20 stages, each with its own name.