How to Create Lead Stages

Introduction #

Lead stages in Cosmic CRM help you organize and track the progress of your leads through various phases of your sales pipeline. This guide will walk you through the steps to create lead stages that align with your sales process.

Prerequisites #

Ensure you have at least one pipeline created in Cosmic CRM before creating lead stages.

Steps to Create Lead Stages #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access CRM System Setup
   • In the CRM module, find and click on ‘CRM System Setup’.
4. Navigate to Lead Stages
   • Within CRM System Setup, click on ‘Lead Stages’.
5. Initiate Lead Stage Creation
   • Click on ‘create’ to start creating a new lead stage.
6. Enter Lead Stage Details
   • Lead Stage Name: Provide a name for the lead stage that reflects its role in the sales process.
   • Select Pipeline: Choose the pipeline to which this lead stage belongs.
7. Save the New Lead Stage
   • Click on the ‘create’ button to save the new lead stage.

Conclusion #

Creating lead stages in Cosmic CRM allows you to better manage and track your leads through various phases of your sales process. Follow these steps to set up customized lead stages that fit your business needs.