How to update a Lead in CRM?


Whenever you work with leads, you will find that different leads are in different stage of the buyer journey or sales funnel. In order to gauge the level of engagement, we must categorize them appropriately in order to be able to nurture them with more contextual or personalized marketing communications. The important types of leads in the Sales funnel are:

  • COLD LEADS: The leads who are in their initial stage of buyer journey. These leads are least likely to buy from you at this stage since it is too early for them. They are primarily looking for more information about the products and their usage first rather than getting into a stage to decide between the option of vendors.
  • WARM LEADS: The leads who are already having some amount of information regarding the purchase they would like to do and are evaluating their options before making the final purchase. These leads are more likely to be interested in buying compared to Cold Leads
  • HOT LEADS:The leads who are having enough information to make the purchase and are also interested or inclined to your company to make the purchase. The level of inclination can be measured by some of their interaction such as they themselves trying to read more of your sales resources like white papers, case studies, or trying to contact you themselves without the need of follow-up, etc. These people are more likely to buy from you compared to those in Warm Lead stages
Steps to update Lead Stage:

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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