VS CRM
🚀 How-to

Lead Status Summary

Review the status of your leads in one place. Here you can see updates, make changes, and keep your CRM organized with accurate lead information.

Guide

Overview & Navigation

How to reach and use the Lead section in your CRM.

Navigate

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Lead option in the dashboard menu.
  4. 4. Select the Lead Status option.
  5. 5. Your Lead Status page will open.
  6. 6. From here, you can easily Add New Status, Edit existing statuses, or Delete them.

💡 Pro Tip: Quick Access

Regularly review the Lead Status options to ensure they match your sales process. Clear and updated statuses make it easier for your team to track progress at a glance.