How to add and manage the Lead Status?

How to add and manage the Lead Status?

To add and manage the Lead Status, follow the steps given below:

PATH - 1

NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY.

Step 1:
         To add and manage the Lead Status, go to the ERP on the modules palette, select the Admissions module
         and then select Manage Leads under the Call Center menu.
                                       (ERP-->Admissions-->Call Center-->Manage Leads)

Step 2:
         Select +Manage Lead Status option. To add the Lead Status, select +Add option. Select the Lead Category,
        give the Lead Name and select the Stage No and then click on Add.

Step 3:
         To Manage/Edit the Lead Status, select the respective Lead name and click on the edit icon against the
         selected lead name, edit the details accordingly and click on Update.

PATH - 2

NOTE: THE BELOW STEPS ARE APPLICABLE FOR BRANCH LEVEL USERS ONLY.

Step 1:
         To add and manage the Lead Status, go to the ERP on the modules palette, select the Admissions module
         and then select Manage Leads under the Manage Leads menu.
                                       (ERP-->Admissions-->Manage Leads-->Manage Leads)

Step 2:
         Select +Manage Lead Status option. To add the Lead Status, select +Add option. Select the Lead Category,
         give the Lead Name and select the Stage No and then click on Add.

Step 3:
         To Manage/Edit the Lead Status, select the respective Lead name and click on the edit icon against the
         selected lead name, edit the details accordingly and click on Update.

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