Move leads through your stages¶
Leads no longer sit on a list or a board of stages that you drag between. They follow a plan of phases and steps on CRM → Leads. This page shows where each old task went and which status each choice sets.
Where each task went¶
| You used to | Now |
|---|---|
| Add a lead on the list | Click Add lead on Leads. See Work with leads. |
| Drag a card to another stage | Choose on the lead's active step. See Decide after the first call. |
| Convert a lead into a contact and a deal | Click Mark converted. See Convert a lead. |
| Import leads from a file | Click Import on Leads. See Import leads and deals. |
| Open Leads from Contacts | Open CRM → Leads. The old address /contacts/leads opens it. |
What each choice sets¶
| Choice | Lead status |
|---|---|
| In | Qualified |
| Out | Unqualified |
| Lost: not interested | Lost |
| Mark converted | Converted |
A lead reaches Converted only by being converted. Your stages and fields, and the funnel that counts leads by stage, still work. See Set up stages and fields and Read the funnel and move leads on the board.