Resources
Steps
- In the menu on the left, click the person-and-gear icon to open Account Settings.
- Click Lead Stages.
- Click and hold a lead stage, then drag it to its new place.
The new order shows up in the lead stage list on your prospect pages.
Questions? Email support@leadsherpa.com.
If you would rather see someone doing this, watch the Sherpa YouTube video below!
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