How do I change the pipeline status of a lead
Here's a step-by-step guide on how to edit a lead and change the pipeline status of the lead in the Arosoftware mobile app:
- On the Dashboard, Click on Leads Today.
Or
- Under the Menu choose Leads.
- Enter the Contact name or listing address into "Search for a Lead" to filter the lead list.
- Click on the lead you wish to edit.
- Click on the edit pencil icon or the Ellipsis ( 3 dots) icon in top right.
- Select Edit.
- Click on the current Pipeline name and stage displayed.
- Select the Pipeline / stage you'd like to assign the lead to.
- Click Save