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Move a lead through the sales stages
When to use it
Use this guide when you need to move a lead through the sales stages.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The lead’s sales stage is updated and reflected in the board.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Open Kanban View in Sales → Lead.
- Find the lead and check its current stage.
- Move the lead to the appropriate stage on the board.
- Check that the new stage remains after the list refreshes. Use Table View to review details if needed.
Screenshot to add: Lead: move a lead through the sales stages. Capture filename: images/move-a-lead-through-the-sales-stages.png.
Restrictions
A stage move can be rejected when the lead is not eligible. Follow the message and use the conversion process when a customer is ready to be created.
If something went wrong
After a rejected or unclear board move, refresh and check the lead's saved stage before dragging it again.
If the wrong stage was saved, move the eligible lead to the confirmed stage and check it after refresh. If a terminal state or conversion blocks the move, give Sales the lead reference and intended stage. Do not create another lead or customer to bypass the restriction; use Conversion recovery if already converted.
Check the correction
Check saved stage and owner follow-up. A stage move does not complete business verification or undo a converted customer.