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How to move leads to a different funnel stage

This step-by-step guide will walk you through the process of moving a lead to a different funnel stage.

Iana Lebourdais avatar
Written by Iana Lebourdais
Updated over a week ago

How to change the funnel stage from the Sales Hub view

  1. Go to the Sales tab.

  2. Search the Lead and click on the status.

    • New

    • In contact

    • In negociation

    • Approval check

    • Won

  3. Select the new one and click on Apply.

How to change the funnel stage from the lead view

  1. Go to the Sales tab.

  2. Search the Lead and click on it.

  3. A pop-up window will appear on the right side.

  4. Click on Status and choose the appropriate status and clicking Save.

    • New

    • In contact

    • In negoiciation

    • Approval check

    • Won

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