Leads move through stages from New to Won or Lost. You can rearrange them in My Company, then Pipeline, and move leads between them by dragging cards on the board.
The default lead stages
A new Sales workspace starts with seven stages:
- New
- Contacted
- Qualified
- Proposal
- Negotiation
- Won
- Lost
Won and Lost are marked as the two end stages.
Use the pipeline board
- Go to Leads.
- Click the board icon at the right of the toolbar.
- Each column is a stage and shows how many leads are in it.
- Drag a card to another column to change that lead's stage. You can also use the menu on each card.
- Scroll a column to load more leads.
Add or change a stage
- Click your name at the bottom of the sidebar, then My Company.
- Open the Pipeline tab.
- Click Add new stage to add one.
- Use the up and down arrows on a row to reorder stages, the pencil to rename one, and the bin to remove one.
Lead stages and deal stages are separate. See How to customize deal stages and set commission in FlowForce for deals.
If it did not work
I cannot edit stages. Your role may not allow it. Ask your admin.
The board is empty. A filter may be on. Clear the filters at the top of the page.