How can I define stages per person?

How can I break my leads up into stages of the process?

The answer to this question will vary across businesses. In general, you are able to customize the properties you see in Uptics, including properties like Lead Status, Lead Source, Lead Type, etc. inside of your Statuses Settings.

More information about these properties and how to use them in your workflow can be found here.

Did this answer your question?
😞
😐
😁