Enter Lead Stages
Explanation
This activity is used to view, modify, or enter information about lead stages. A lead stage defines the current level of the lead.
Prerequisites
This activity has no prerequisites.
System Effects
A lead stage is created and is available for use in the business lead record.
Window
CRM Basic Data
Related Window Descriptions
CRM Basic Data
CRM Basic Data/Lead Stages
Procedure
- Open the CRM Basic Data
window and click the Lead Stages tab.
- Create a new record.
- Enter the short code in the Stage ID field.
- Enter description of the lead stages in the Description field.
- Save the information.