Custom Lead Stages

Lead stages show where each prospect is in your process, for example Response Received, Appointment or Followup. Lead Sherpa comes with a set of default stages, and you can add your own to sort your leads the way your team works.

Resources

→ Replying To Messages

→ Export Information Explained

1. Open Lead Stages

1. In the menu on the left, click the person-and-gear icon at the bottom to open Account Settings.
2. Click Lead Stages.

Stages marked with a red asterisk (*) are default stages and can't be edited or deleted. You can drag any stage up or down to change the order it appears in.

2. Add a custom lead stage

1. Click Add New Lead Stage.
2. Enter a Name and, if you want, a Description.
3. Leave Active on so the stage shows up in the Lead Stage list. Turn it off to hide the stage without deleting it.
4. Click Submit.

To change or remove a custom stage later, click the three vertical dots next to it and choose Edit or Delete.

3. Use the stage on a prospect

Open a prospect and choose the stage in the Lead Stage dropdown. You can do this from the conversation view or from the prospect page.

Questions? Email support@leadsherpa.com.

For additional context on this topic, please refer to the video below.