Comprehensive Guide to Configuring Lead Settings: Essential Steps for Setting Up Pipelines and Deal Stages

STEP 1: Click on "Settings" in the Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" option.
• This action will take you to the settings configuration page for further adjustments.
• Ensure to check for any required fields marked with an asterisk (*).

STEP 2: Click on "Lead Settings"

• Navigate to the "Lead Settings" section in the Company Settings.
• Ensure to fill in the required fields marked with an asterisk (*):
  • Company Name
  • Company Phone
  • Company Email
• Optionally, you can provide the Company Website.
• After entering the information, click the Save button to apply changes.

STEP 3: Select "Pipeline"

• Click on the "Pipeline" tab to view the lead sources.
• Ensure you are on the Lead Settings page.
• The highlighted area indicates the active selection for managing lead sources.
• Review the listed lead sources for further actions.

STEP 4: Click on "Add New Pipeline"

• Navigate to the Lead Settings page.
• Locate the Add New Pipeline button highlighted in red.
• Click on the button to initiate the process of adding a new pipeline.
• Ensure all required fields are filled in the subsequent form.

Proceed to the next step to enter the pipeline name.

STEP 5: Enter "Name" for New Pipeline

• Click on the highlighted area labeled "Name" to input the pipeline name.
• Ensure to fill in the required field marked with an asterisk (*).
• Follow the next step to select the "Label Color" after entering the name.

STEP 6: Select Label Color

• Click on the "Label Color" field (marked with an asterisk * for required input).
• Choose your desired color from the color picker that appears.
• Ensure the selected color is appropriate for your pipeline context.
• Proceed to the next step by clicking the "Save" button.

STEP 7: Click on "Save" to Confirm Your Pipeline Settings

• Ensure all required fields are filled:
  • Name (marked with *): Enter the pipeline name.
  • Label Color (marked with *): Select a color for the label.
• Click the Save button to finalize your settings.
• Proceed to the next step by clicking on "Add New Deal Stage".

STEP 8: Click on "Add New Deal Stage"

• Navigate to the "Lead Settings" section.
• Locate the button labeled "Add New Deal Stage" highlighted in red.
• Click on this button to initiate the process of adding a new deal stage.
• Ensure all required fields are filled out in the subsequent form that appears.

STEP 9: Select "Pipeline" for the Deal Stage

• Click on the "Pipeline" dropdown in the "Add New Deal Stage" dialog.
• Ensure the field is marked with an asterisk (*) indicating it's a required input.
• Choose the appropriate pipeline from the list that appears.
• Proceed to the next step to enter the "Deal Stage."

STEP 10: Enter "Deal Stage"

• Click on the "Deal Stage" field (marked with a red border).
• Enter the desired deal stage name (e.g., "In Progress").
• Ensure the field is marked with an asterisk (*) indicating it's required.
• Proceed to the next step to choose the "Label Color".

STEP 11: Choose "Label Color"

STEP 12: CLICK on "Save Button"