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Lead Stages Are Here!


Welcome to the new leads stages feature. We will be adding a tutorial soon with detailed instructions on how to add stages, move card, and best practices...

1. When new leads are created, they automatically show up as "New Leads"

2. You can create your own custom lead stages and rearrange them as desired.

3. If you have an existing denied client that needs to refile, you can change them from "Active" to "Lead" until they have signed a new rep package. For example, you could create a stage called "Denied Needs Refile". Changing them to a "Lead" puts them back into the lead stages.


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