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How to Change the stages, follow-up dates & timings of the Leads?

Once the lead is added to the panel, one can move the lead to different stages. Now to change the stage status.

Follow the few steps:

  • Once the leads are listed in different stages, now to change their stages, tap on the leads title.
  • A new window will appear, Choose Add activity option the one that can change the lead stages, follow-up date, and timing can enter new notes.
  • Then Click on Proceed to save the updated details.