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Lead Stages

Re-use Lead Stages

There are times where a project get bid, and then has to be rebid. It would be nice to be able to enter or add a stage more than once to be able to reflect it moving from say, "consideration" to "bidding" to "bid Submitted" to "Bidding" to "bid Su...
Tim Willie 4 months ago in Lead Stages Needs review

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith almost 2 years ago in Feature Settings / Lead Stages Future consideration