Lead Stage
Effortlessly navigate and optimize your sales journey with Lead Stages, a robust feature allowing dynamic customization of the lead progression process.
The Lead Stages page is your gateway to structuring and managing the journey of leads as they progress from prospects to valued customers. Visualize and track your sales funnel effortlessly, gaining insights into each lead's position and enabling your sales team to execute tailored activities for successful conversions.
Default Stages:
Out of the box, Lead Stages comes configured with five default Lead Stages: Pre Registered, Initiated - OTP Received but not verified, Initiated - OTP Not received, Registered and Customer. These stages serve as foundational elements for your sales funnel.
Customization Options:
Tailor your sales funnel by creating new stages or modifying existing ones to align with the unique characteristics of your business. This customization empowers you to adapt Lead Stages to the nuances of your industry.
Workflow Integration:
Leverage the configured Lead Stages to seamlessly integrate with other website features, such as Automations. This ensures a cohesive workflow, streamlining activities based on the current Lead Stage.
Last updated