In Bookee, you will be able to add your own lead stage or source and you can use them later to filter out the leads based on their status

In this article, we will be showing you

  1. How to add a lead stage

  2. How to add a lead source


1. How to add a lead stage

To add a lead stage you can follow the below steps:

  1. Navigate to Settings, under general settings, click on Leads

  1. Under lead stages, click on Add stage if you want to add a new stage or you can edit an existing stage by clicking on the pencil icon

  2. For a new stage, enter the name of the stage and click on Add stage

Lead stage will be added to the system


2. How to add a lead source

To add a lead source you can follow the below steps:

  1. Navigate to Settings, under general settings, click on Leads

  2. Under lead sources, click on Add source if you want to add a new source or you can edit an existing source by clicking on the pencil icon

  3. For a new source, enter the source name and click on Add source

Lead source will be added to the system


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