Leads Journey

Managing your leads journey effectively involves setting up different stages and statuses to track the progress of each lead.

How to Manage Automation: Leads Journey Stages and Statuses

Here's how you can do it:

1. Access Leads Journey:

   • Navigate to the Automation section in your dashboard.

   • Select Leads Journey to begin managing stages.

1. Create a New Stage:

   • Click on Create New Stage.

   • Name the Stage: Enter a descriptive name that reflects the stage of the lead (e.g., "Initial Contact," "Qualified Lead").

   • Set Statuses: Choose or create statuses that are relevant to this stage (e.g., "Contacted," "Interested").

   • Click Save to create the stage.

1. Edit or Delete Stages:

   • You can manage existing stages by selecting them from the list.

   • Edit: Update the name, description, or statuses.

   • Delete: Remove a stage if it's no longer needed.

   Note : You can not detele a stage that contains active statues

Add Up to 10 Stages:

• You can create and manage up to 10 different stages, allowing for a detailed and customized leads journey.

Test Your Stages:

• After setting up the stages, you can test them by running a mock lead through the journey.

• Adjust the stages or statuses as needed based on your sales process.

This setup helps you keep track of leads at every step, ensuring no opportunity slips through the cracks.