Support Center

Changing Lead Stage

Last Updated: May 22, 2014 09:43PM IST
You can change stage for leads in three different ways on ClinchPad:-

1. Change Stage from Pipeline View

It's very simple to change stages of lead through Pipeline View. All you need to is drag and drop the lead (highlighted below) of your choice across stages.



2. Change Stage from Lead Page

Click on any lead in your pipeline. In the lead page, click on Change Stage in the top menu (highlighted below).



A popup window will open where you select the stage in the drop-down and click on Change Stage (highlighted below). Your lead's stage will be changed.



3. Change Stage from List View

Switch over from Pipeline View to List View. Now select your lead/leads by ticking on the checkboxes, and you will see an Actions button appear in the top bar. Click on it and then click on Change Stage in the drop-down menu. Refer to the highlighted in the image below.



A popup window will open where you select the stage in the drop-down and click on Change Stage (highlighted below). Your lead's stage will be changed.


 
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