To run the lead management process, click the [Qualify] button, which is displayed in the list when selecting a lead record or on the new lead page.
Use the workflow bar and action panel at the top of the lead page (Fig. 1) to manage a lead stages. With the workflow bar, you can switch to any stage, skip a stage or return to any previous one.
Using the action panel, you can manage activities created when managing a lead. Customer need details, lead management history and other information are available on the tab dashboard. Check tips for each stage by hovering the cursor over the icon.
See also
Video tutorials