Change prospect stage

Learn how to change the stage at which your prospect is.
Written by Upscale Team
Updated 2 years ago

If you want to change the stage at which your prospect is in, then follow these simple steps: 

  • Go to a Prospects section
  • Select all the prospect(s) from the list that you want to change the stage of
  • Click on the Update icon

  • Choose Stage option in Field to update
  • Select the stage you want to move the prospect to
  • Click on Update and confirm your action

Voila! The stages of prospect have been updated. You can also update the prospect stage for an individual prospect by going to the prospect's profile view.

Related Articles

  1. Configure prospect stages
  2. Edit prospect information
  3. Ruleset + Workflow
Did this answer your question?