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.