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How to Change Lead Stage?

  • Updated

Introduction

The Lead Stage is used to segregate leads based on disposition. Lead owner marks lead disposition after calling a student and gauging their interest.

Note:  By default, the lead stage of a lead is untouched.

 

How to Change the Lead Stage?

There are 3 ways to  change the lead stage 

1. Lead Manager

  • Navigate to Leads Manager > Manage Leads.

  • Search for the lead you want to change the Lead Stage for.

  • Click on the gear (Settings_cog_icon.jpg) just below the action button, against each Applicant.

  • A few options will appear, click on the "Change Lead Stage"

  • Once you click on "Change Lead Stage", a pop-up box labeled "Change lead stage" will appear.

  • Select the required Lead stage from the drop-down. To add lead stage click on Configuring Lead Stages and Substages.

  • You need to mention the Lead Stage, Lead Owner's Name, and Follow-up Date along with a Note, if any.

  •  Click on “Save”.

Note: The lead owner's Name and Note are optional and If a follow-up date is added, the user can view the same under the Follow-Up Task tab in their Dashboard. 

2. Lead's Profile - First Method  

  • Navigate to Leads Manager > Manage Leads.

  • Search for the lead you want to change the Lead Stage for.

  • Click on the Registered Name.

  • A new tab named "Lead Details" will open.

  • Just below the applicant's name, you can see an "Edit" option.

  • Click on the edit icon, and a pop-box labeled "Change lead stage" will appear, where you need to mention the Lead Stage, Lead owner's Name, Follow up Date along with a Note, if any.

  • After filling in the details, click on “Save”.

Note: The lead owner's Name and Note are optional and If a follow-up date is added, the user can view the same under the Follow-Up Task tab in their Dashboard. 

3. Lead's Profile - Second Method

  • Navigate to Leads Manager > Manage Leads.

  • Search for the lead you want to change the lead stage for.

  • Click on the Registered Name.

  • A new tab named "Lead Details" will open.

  • On the top right side, the first icon will be visible "Change Lead Stage"

  • A pop-up titled "Change Lead Stage" will open.

  • Select the required lead owner's name, Follow-up Date along with a Note, if any.

  • After filling in the details, click on “Save”.

Note: The lead owner's Name and Note are optional and If a follow-up date is added, the user can view the same under the Follow-Up Task tab in their Dashboard. 

4. Lead Profile: Lead Details

  • Navigate to Leads Manager > Manage Leads.

  • Search for the lead you want to add a lead stage for.

  • Click on the Registered Name.

  • A new tab named "Lead Details" will open.

  • Go to the Lead Details and then click on the Edit button.

  • In the Lead details field, there will be “Select Lead Stage”.

  • After filling in the details, Click on the “Save” button.

How to Change Lead Stage in Bulk?

  • Navigate to Leads Manager and select Manage Leads.

  • Search for the leads whose lead stage needs to be changed by using relevant filters. Click here to learn about How to access Advanced Filters.

  • Select the leads by selecting the checkbox present to the left of the column beside each Applicant's Registered Name.

Note: If the lead stage of all the leads needs to be changed, you can select them by clicking on the checkbox beside the Registered Name.

  • Click the Action drop-down present above the leads table and select Change Lead Stage. A pop-up will open.

  • Select the required lead stage from the drop-down present within the pop-up.

  • Click Save to update the lead stages.