A lead goes through various stages in a sales process before it gets qualified as sales ready. If you find yourself making multiple attempts to contact a lead, the Lead Stage helps you quickly sort and identify your qualified leads, and the ones that require a follow-up.
Freshsales gives you 6 default lead stages to get you started. You can edit and remove these stages, and also add new ones to suit your business needs.
To customize lead stages,
- Go to Admin Settings > Leads Module .
- Click thedropdown on the Lead Stage field and click the icon.
- In the Edit Field - Lead Stageoverlay,
The Internal Name, Group and Field Type are non editable fields. The Field Label and Placeholder text, however, can be modified.
You can edit and delete the existing choices (except New and Unqualified), or add new ones by clicking the Add choice button.
When you delete the existing choices, the records with that stage would automatically be changed to the default stage, New.
You can also re-order the choices in the way you want it to appear in the lead form.
- Once you are done, click.
You can now find these customized stages in the field Lead stage under Leads.