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Changing Stages

Last Updated: Jun 07, 2016 02:47PM EDT
Keeping track of the stage of your leads allows you to manage the progression of your leads. You can change the stages of your leads from the Leads tab.  A list of leads is displayed.  To change the stage click the stage name of the lead.



Select the new stage for the lead by clicking the appropriate Stage name.



This changes the current stage the lead is in and automatically saves it.
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