Changing lead stages

Move your leads through the pipeline from multple places.

There are 3 places you can change the stage of your leads. In the leads card.

On the card

Every lead will have a dropdown on the top right of the lead card, where you can select the stage.

From the pipeline

Click tickets/pipeline from your leads card navigation and you can drag and drop the leads into any stage.

You can drag and drop your leads to any stage.

In the details sidebar

In your sidebar on the Tickets/ Deals tab you will see a dropdown where you can select what stage the lead will be in.