Custom lead stages
Use your agency’s configured lead stages to reflect the way your team qualifies enquiries.
Track enquiries, assign follow-ups and move qualified leads into Sales.
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Sample agency stages · Drag leads to update their stage
Interface demonstration based on platform layouts. Sample data.
Track enquiries, assign follow-ups and move qualified leads into Sales.
Track enquiries, assign follow-ups and move qualified leads into Sales.
Use your agency’s configured lead stages to reflect the way your team qualifies enquiries.
Filter the board by assignee or sales page to focus on the right follow-ups.
Move a lead between stages as the conversation progresses.
Keep stage changes in the lead activity history so the next team member has context.
For Marketing Team.
Track enquiries, assign follow-ups and move qualified leads into Sales.
Filter the board by assignee or sales page to focus on the right follow-ups.
Keep stage changes in the lead activity history so the next team member has context.
Track enquiries, assign follow-ups and move qualified leads into Sales.
Use your agency’s configured lead stages to reflect the way your team qualifies enquiries.
Filter the board by assignee or sales page to focus on the right follow-ups.
Keep stage changes in the lead activity history so the next team member has context.
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Explore feature →Explore the connected workspace with a 30-day free trial.