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How to add lead type and stage in Salonist ?

A brief guide on how you can add the lead type and lead stage in salonist.

Mark avatar
Written by Mark
Updated over 11 months ago

In order to add the lead type or stage:

  1. Go to the "Setup".

  2. Click on the "Lead Management".

  3. Click on the "Action".

  4. Click on the "Lead Setting".

5. Click the (+) Icon to easily add the lead type and stage.

6. There will be a pop-up window to add the lead; enter the name and save.

The lead stage and lead type can be changed or removed from the same page.

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