What will I find in this article?
Enter the name of your new task type and click Save.
Enter the details for your new task stage:
- Stage Name: The name of your new task stage.
- Stage Description: Extra information to describe the purpose of this stage. Displays for users as hover text.
- Stage Group: Determines the grouping that this stage is in. Each lead stage fits into one of these categories: New, In Process, Success, Failure. Success stages can be used to automatically convert leads to Opportunities. Click Here to learn more about opportunities.
- Stage Type: The task type this stage is part of.
When finished, click Save. Repeat this process to create all stages for the task type.
To create a task sub-stage, first the task stage must be completed using the process above. After the initial task stage is created, click New Task Stage.
Enter the name of the original task stage. After the original task stage, insert a double pipe (||) and then the sub-stage name. Complete the rest of the information as normal and Save. Repeat this process for all sub-stages.
Now when managing leads the substage options are available: