Adding New Leads in Stages
If you want to add a specific lead to a specific stage, click on the
- +New Lead button,or the + sing after the name of each Stage at the top of the column.
- the + sign above or below a specific lead
- or the + sign after the name of each Stage at the top of the column.
Adding Leads Seperately to the Sales Pipeline
You can also add leads to your Sales Pipeline one-by-one with the +Create Lead button in the top right corner. In this case, the lead will be automatically added to the first stage of the Pipeline, to the Cold Leads.
