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How to create or edit a Lead Stage
Updated over 3 months ago

Creating Lead Stage

  1. Start with going to Lead Management > Setup > Life Cycle Settings

  2. Select "+ Lifecycle Stage"

  3. Enter the name, description and color of the label

  4. Click "Add Lifecycle"

Editing Lead Stage

  1. Start with going to Lead Management > Setup > Life Cycle Settings

  2. Go to three dots next to the stage you wish to edit and select "Edit"

  3. Make your changes

  4. Click "Update Lifecycle Stage"

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