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About LinkBacksHow is the status of my leads tracked in my pipeline?
The Sugar default setting has 10 Pipeline stages For example, if I am doing a needs analysis with a lead, where in the lead do I let the system know I am currently doing a Needs Analysis?
Thanks,
Member
Newbie - Tracking leads in the Pipeline
How is the status of my leads tracked in my pipeline?
The Sugar default setting has 10 Pipeline stages For example, if I am doing a needs analysis with a lead, where in the lead do I let the system know I am currently doing a Needs Analysis?
Thanks,
SugarCRM PS Engineer
Re: Newbie - Tracking leads in the Pipeline
Leads are not tracked in the pipeline, just Opportunities. In Opportunities there is a stage drop down field.
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