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