Sage Construction Management Ideas Portal
ADD A NEW IDEA

Lead Stages

Showing 2 of 527

Kanban view of all leads grouped by Current Stage.

It would be nice to be able to organize leads in a vertical Kanban view based on each leads' "Current Stage." This is a common organizational view on other CRM software that makes for a very efficient way to view all projects in different stages.
Colton Cooper about 2 months ago in Lead Analytics & Reports / Lead Stages / Leads (Active or Intactive) 2 Planned

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 about 1 month ago in Feature Settings / Lead Stages 2 Future consideration