Adding Status' and Sources for the CRM Program

Modified on Thu, 17 Oct at 3:31 PM

1. Under Setting, click "Administration"

2. Opportunity Stages, Lead Sources, Activity Status, and Lead Status can all be added or updated here. The process for all four is the same, except that lead sources do not require a color code.

3. Click "+ Stage".

4. Click the "Stage Name *" field and enter the name.

5. Click the colored square below the name of the stage to choose the color to appear in the CRM program.

6. Click "Add"

7. Lead sources only require a name.

8. To edit or remove an existing status or source, click the gear button.