KNOWLEDGE HUB

How to update Lead stage in Toolsoncloud?

To update Lead stage in Toolsoncloud CRM, Follow these steps

  1. Login to Toolsoncloud CRM and go to the Lead listing page.
  2. Click on the Lead whose status or stage, you would like to update. It shall show up the Lead Details page.
  3. Click on the "Edit" icon in Lead overview section. The Edit Lead dialog box shall appear.
  4. In the Edit Lead dialog box, you can update the data as well as the Deal Stage.
  5. The Lead stage can be updated to multiple stages like Cold Lead, Warm Lead, Hot Lead, Qualified, Disqualified, Un-Subscribed, Deferred, etc.
  6. Once it is done, Click on "Update" button to save the updates made to the Lead data.
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