How to customize lead stages?

Modified on: Mon, 11 Nov, 2019 at 3:21 PM


Applicable plans
Sprout Blossom Garden EstateForest


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,

  1. Go to Admin Settings > Leads Module.

  2. Click thedropdown on the Lead Stage field and click the icon.

  3. In the Edit Field - Lead Stage overlay,
    1. You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.

    2. You can edit and delete the existing choices (except New and Unqualified), or add new ones by clicking the Add choice button. 

    3. When you delete the existing choices, the records with that stage would automatically be changed to the default stage, New.

    4. You can also re-order the choices in the way you want it to appear in the lead form.

  4. Once you are done, click.
     

You can now find these customized stages in the field Lead stage under Leads.



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How to customize lead stages?

Modified on: Mon, 11 Nov, 2019 at 3:21 PM


Applicable plans
Sprout Blossom Garden EstateForest


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,

  1. Go to Admin Settings > Leads Module.

  2. Click thedropdown on the Lead Stage field and click the icon.

  3. In the Edit Field - Lead Stage overlay,
    1. You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.

    2. You can edit and delete the existing choices (except New and Unqualified), or add new ones by clicking the Add choice button. 

    3. When you delete the existing choices, the records with that stage would automatically be changed to the default stage, New.

    4. You can also re-order the choices in the way you want it to appear in the lead form.

  4. Once you are done, click.
     

You can now find these customized stages in the field Lead stage under Leads.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial