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How to add lead type and stage in Salonist ?
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 a week 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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