Each company has its own sales steps that the admin can define in noCRM. Moving leads inside your sales pipeline is important, as it gives you a clear idea of your current business and priorities.
Moving a lead from one step to another is easy, but the way to do it depends on the view you're using.
Depending on your current view:
In the extended view, the steps appear on the left side. Click the name of the step and choose another step in the drop-down menu.
In the compact view, leads are displayed in a spreadsheet-like view, with several columns. Click the step's name in the step column and choose another step.
In the pipeline view, leads are displayed in one column per sales step. Drag and drop a lead from one column to another to change its step.
While browsing your leads in the extended or compact view, you can filter leads by sales step: click the step you're interested in, at the top of the far right-hand column. To display leads from several steps, click more than one step.
