The pipeline is a great way to see all the different stages that lead go through. This overview can help you track your potential customers from start to finish, to close deals faster, generate more revenue, and manage the sales pipeline efficiently. This guide provides detailed steps to change the stage of a lead in SalesTown CRM.
Step-by-Step Guide to Changing the Stage of a Lead
Method- 1 Drag and Drop from Tile View-
1. Locate the Lead to Change Stage
- From the Workboard, open the respective Pipeline. In the Leads section, you can view a list of all your leads.
- Search for the particular lead.
2. Change the Lead Stage
- Then press and hold the lead whose stage you want to change.
- Drag and drop it under the required stage column and the stage will be successfully changed.
Method- 2 From Detail View-
1. Find the Lead to Change Stage
- Use the search bar given on the workboard window to search the Lead Title.
- Click on it and it will redirect to the Lead Detail Page.
Or
- Click on the Lead whose stage you want to change.
- It will redirect to the Lead Detail Page.
2. Change the Lead Stage
- The Pipe- stages will be shown and the lead present stage will be shown with a green color.
- Simply click on the stage of the pipeline you need to change and the stage will be successfully changed.
Method- 3 Change the stage of Multiple Leads from List View -
1. Find the Lead to Change Stage
- Click on the table view icon given on the left side of the Add Lead Button. A window with leads in a List View will appear.
- Click on the checkbox given on each row of Lead to select the respective Leads whose stage you want to change.
2. Change the Lead Stage
- Choose the change Pipestage option from the dropdown that appears.
- A pop-up with a “move lead” header will appear on your workboard.
- Here, change the lead pipe stage by choosing the pipe stage along with the pipeline (if required).
- Click on the Save button and now the stage will be successfully changed.
Tips for Effective Lead Stage Management
- Regular Updates: Regularly update lead stages to reflect the current status of each lead accurately.
- Clear Definitions: Ensure that each stage in your pipeline is clearly defined so that all team members understand the criteria for moving leads from one stage to another.
- Automation: Utilize automation features in SalesTown CRM to trigger actions (such as follow-up emails or task assignments) when a lead changes stage.
- Notifications: Set up notifications to alert relevant team members when a lead moves to a critical stage, ensuring timely follow-up.
Troubleshooting and Support
- Data Entry Issues: Double-check that you have selected the correct stage from the dropdown menu.
- Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.
By following these steps, you can efficiently change the stage of a lead in SalesTown CRM, ensuring accurate tracking and management of your sales pipeline.