How to set a lead stage, priority and next action

Record the real state of each opportunity and make the next action clear.

Step by step

1
Open the lead details
In the Pipeline, select View details on the card you want to update.
Open the card before updating its follow-up.
2
Confirm the stage
Choose the stage that matches the latest confirmed event: new, qualified, contacted, meeting or another available stage.
3
Set the priority
Use priority to separate what needs attention sooner. Reserve the highest priority for a real impact or deadline.
4
Record the next action
Write a specific action and add a date when possible. Prefer “send proposal on Tuesday” to a vague note such as “follow up”.
Note
The next action should be something you can complete or mark as no longer required.

I am not sure which stage to choose.

Choose the stage of the last completed step and use the next action to describe what should happen next.

The lead still appears as a follow-up.

Check for an overdue next action or a conversation that still needs a reply.

Tell us what you need and we will help you find the next step.