In the Setup menu, we added a menu and page for Lead Stages (Setup > Lead Setup > Lead Stages). Use this to define the stages in your company’s sales workflow or pipeline that your leads can move through. These stages will be manually updated by the assigned salesperson as the leads move through the sales workflow and can be used to filter or sort through your leads.
In the grid, columns show the lead stage name, description, and assigned order. There is an Edit button and Delete button in each row to change or delete the lead stage.
To add a lead stage, click the Add Lead Stage button. The Add Lead Stage popup opens.
Type a Name for the lead stage. (Required)
Type a Description for the lead stage.
Choose an Order for the lead stage. (Required)
Click Save when finished.