How to update the lead status?

Modified on Tue, 6 Feb at 2:58 PM

To update the lead status,

  • Go to "Lead Management" in the main navigation bar.

  • Click the "Leads" button under Lead Management.

  • Locate the particular client.

  • Click the "Add Status" button; an "Add Status" pop-up will appear.

  • Click the edit icon associated with the status.



  • Update the lead status and, if necessary, mention enquiry details.



  • Click the "Update" button to proceed with updating the lead status.

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