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Moving Leads Through Stages

Once you’ve added leads to a pipeline, the next step is to move them through the stages as they progress. This helps you track the status of each opportunity and ensure nothing falls through the cracks. This guide will walk you through the process of moving leads through pipeline stages.

Step-by-Step Guide​

Step 1: Go to the Leads Page​

  1. Navigate to the Leads section in the main menu.
    • This is where you can view and manage all your leads.

Step 2: Select the Pipeline​

  1. Use the pipeline filter on the top left of the Leads page to select the pipeline you want to work with.
    • Example: If you’re managing sales opportunities, choose the Sales Pipeline.

Step 3: Find the Lead You Want to Move​

  1. Browse the list of leads or use the search bar to find the specific lead you want to move.
  2. Click on the lead to open its details.

Step 4: Update the Lead’s Stage​

  1. In the lead details view, locate the Stage dropdown.
  2. Select the new stage you want to move the lead to.
    • Example: If the lead was in the New Inquiry stage and you’ve sent a quote, move it to the Quote Sent stage.

Step 5: Save the Changes​

  1. After selecting the new stage, click the "Save" button to confirm the update.
  2. The lead will now appear in the new stage within the pipeline.

What Happens After Moving a Lead?​

  1. Pipeline View: The lead will move to the new stage in the pipeline, giving you a clear view of its progress.
  2. Notifications: If you’ve set up notifications, your team may receive alerts about the stage change.
  3. Reporting: The updated stage will be reflected in your pipeline reports, helping you track performance over time.

Example: Moving a Sales Lead​

Let’s say you’re managing a lead in your Sales Pipeline. Here’s how you’d move it through the stages:

  1. Initial Stage: New Inquiry
    • The customer has just reached out to inquire about your product.
  2. Next Stage: Quote Sent
    • You’ve sent a price quote to the customer.
  3. Final Stage: Closed
    • The customer has made a purchase (or declined the offer).

Tips for Moving Leads​

  • Update Regularly: Move leads to the correct stage as soon as there’s progress.
  • Add Notes: Include notes when moving a lead to provide context for the stage change.
    • Example: "Sent quote on [date]."
  • Use Filters: Filter leads by stage to focus on specific tasks (e.g., follow-ups for leads in the "Quote Sent" stage).

Key Takeaways​

  • Moving leads through stages helps you track their progress and stay organized.
  • Update stages regularly to reflect the current status of each opportunity.
  • Use notes and filters to streamline your workflow.

What’s Next?​

Now that you know how to move leads through stages, learn how to use filters to manage your leads more effectively: