Different Stages for Leads

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Hi,

Is it possible to have different stages for Leads? At the moment it only has Qualify and I can't add to it. I want to use business process flow to manage the transitions between stages.

Example: Open, Contacted, Qualify Stages for Leads

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Nya 29,060 on at

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RE: Different Stages for Leads

Hi,

You can insert some steps into the BPF you’re customizing and make sure that the step is based on the Lead entity.

For example,

Inserting a step something like the above screenshot and updating the BPF allows you to find a stage - Propose for lead.

If you'd like to customize the category itself, please refer to the following screenshot which can be found in Understand the sales pipeline chart in and its phases | Microsoft Docs.

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