PeopleOS Help Center

Sales

Lead stages and actions

Review the lead stages and the available conversion and disqualification actions.

What this does

Lead stages organize active prospects. New, Contacted, and Qualified are the current lead pipeline stages; the quick-view actions also include converting an eligible lead to an opportunity or disqualifying it.

Steps

  1. In Leads, open a lead and choose More.
  2. For an open lead, select New, Contacted, or Qualified under Change stage.
  3. To continue a qualified lead as a deal, select Convert to Opportunity. To disqualify an open lead, select Disqualify Lead and enter a reason.
  4. When an opportunity is marked Won, PeopleOS creates or links a Sales Customer record for that opportunity.

Result

The lead stage or opportunity link is updated. A won opportunity has a Sales Customer record; review it in Customers. For opportunity outcomes, see Create and manage opportunities.

Related/Next guide: Create and manage opportunities.

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