Assign Sales Timeline to Lead

Assigning a Lead Timeline

1. Click Sales

2. Click Leads List in the expanded menu.

3. Select Lead for which the timeline will be assigned.

4. Click Edit in the top right corner of the page.

5. Select Timeline from the dropdown.

6. Select Starting Stage from the dropdown.

7. Select or Type the Starting Date for the starting stage.

8. Click Update Lead to complete the assignment.