To create or edit a lead stage, simply follow these steps:
1. Go to Setup / System Values
2. Identify "Lead stage CRM" section.
3. Click on "+" symbol to add a new stage or on the trash to delete a stage. When adding a stage you will need to select and Opportunity type for that stage.
TIP: Once the stages are created you can move them around and sort them in a predefined order. Select the row, click on it and hold the button to move it up or down. Consider that stages assign to an opportunity type cannot be placed on a different opportunity type.
IMPORTANT!! The last stage of each type of Opportunity is considered as the final stage, the stage were lead is converted to a client. This is done AUTOMATICALLY.
TIP: To disqualify a lead, mark the "Disqualified status" box for the lead stages that you want to assign the AUTOMATIC disqualification. Each time you select that stage for a lead in the CRM, it will be disqualified and it will only show in the disqualified listing. A good example would be to create a stage as "not interested" and select it as a disqualified status. You can assign multiple stages as disqualified.
TIP: If you select a stage to be excluded from funnel (Reports), it will not be considered on the CRM Reports. This option is useful if you have a stage like "Pending" that is not considered as a sales cycle.
IMPORTANT! If you delete a lead stage, it will be deleted from all the leads that have been assign with that stage.