---
title: Assign Sales Timeline to Lead
description: 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 dropdo
---

[Skip to content](https://help.sitezeus.com/assigning-a-lead-a-sales-timeline#main-content)

English

Show submenu for translations

![SiteZeus-Logo-MARK.png\]](https://help.sitezeus.com/hs-fs/hubfs/Hubspot%20Assets/SiteZeus-Logo-MARK.png?height=40&name=SiteZeus-Logo-MARK.png)

- [Default HubSpot Blog](https://info.sitezeus.com/blog)

Open main navigation

Close main navigation

- [Default HubSpot Blog](https://info.sitezeus.com/blog)
- English
  
  Show submenu for translations
- [Go to SiteZeus.com](https://sitezeus.com/)

[Go to SiteZeus.com](https://sitezeus.com/)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center - Build & Sell](https://help.sitezeus.com/?hsLang=en)
2. [Sales](https://help.sitezeus.com/sales?hsLang=en)
3. [Sales Timeline](https://help.sitezeus.com/sales?hsLang=en#sales-timeline)

# Assign Sales Timeline to Lead

<iframe width="640" height="360" src="https://www.youtube.com/embed/g5huK3hqfp8" title="Synuma Support Series: Assigning a Lead Timeline" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### **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.

![Assign Leads Timeline-1](https://help.sitezeus.com/hs-fs/hubfs/Assign%20Leads%20Timeline-1.png?width=670&height=378&name=Assign%20Leads%20Timeline-1.png)

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.

![Assign Leads Timeline-2](https://help.sitezeus.com/hs-fs/hubfs/Assign%20Leads%20Timeline-2.png?width=670&height=402&name=Assign%20Leads%20Timeline-2.png)

---

#### **Need Help?**

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!

- [Dashboard](https://help.sitezeus.com/dashboard?hsLang=en)
- [Sales](https://help.sitezeus.com/sales?hsLang=en#main-content)

    - [Outlook Integration](https://help.sitezeus.com/sales?hsLang=en#outlook-integration)
    - [FDDs](https://help.sitezeus.com/sales?hsLang=en#fdds)
    - [Timeline](https://help.sitezeus.com/sales?hsLang=en#timeline)
    - [Lead Management](https://help.sitezeus.com/sales?hsLang=en#lead-management)
    - [Email Campaigns](https://help.sitezeus.com/sales?hsLang=en#email-campaigns)
    - [Sales Timeline](https://help.sitezeus.com/sales?hsLang=en#sales-timeline)
    - [Lead Correspondence](https://help.sitezeus.com/sales?hsLang=en#lead-correspondence)
    - [CRM Settings](https://help.sitezeus.com/sales?hsLang=en#crm-settings)
- [Sites](https://help.sitezeus.com/sites?hsLang=en#main-content)

    - [Sites](https://help.sitezeus.com/sites?hsLang=en#sites)
    - [Site Map](https://help.sitezeus.com/sites?hsLang=en#site-map)
    - [Overview](https://help.sitezeus.com/sites?hsLang=en#overview)
    - [Widgets](https://help.sitezeus.com/sites?hsLang=en#widgets)
- [Seeds](https://help.sitezeus.com/seeds?hsLang=en)
- [Projects](https://help.sitezeus.com/projects?hsLang=en#main-content)

    - [Timeline](https://help.sitezeus.com/projects?hsLang=en#timeline)
- [Locations](https://help.sitezeus.com/locations?hsLang=en)
- [Contacts](https://help.sitezeus.com/contacts?hsLang=en)
- [Companies](https://help.sitezeus.com/companies?hsLang=en#main-content)

    - [Franchise Agreements](https://help.sitezeus.com/companies?hsLang=en#franchise-agreements)
- [Reports](https://help.sitezeus.com/reports?hsLang=en)
- [Assessments](https://help.sitezeus.com/assessments?hsLang=en)
- [Notifications](https://help.sitezeus.com/notifications?hsLang=en)
- [Administration](https://help.sitezeus.com/administration?hsLang=en#main-content)

    - [Permissions](https://help.sitezeus.com/administration?hsLang=en#permissions)
    - [Custom Fields](https://help.sitezeus.com/administration?hsLang=en#custom-fields)
    - [Users](https://help.sitezeus.com/administration?hsLang=en#users)
    - [Select Lists](https://help.sitezeus.com/administration?hsLang=en#select-lists)
    - [Master Timeline Templates](https://help.sitezeus.com/administration?hsLang=en#master-timeline-templates)
    - [Blackout Dates](https://help.sitezeus.com/administration?hsLang=en#blackout-dates)
    - [Settings](https://help.sitezeus.com/administration?hsLang=en#settings)
    - [Documents](https://help.sitezeus.com/administration?hsLang=en#documents)
- [Release Notes](https://help.sitezeus.com/release-notes?hsLang=en#main-content)

    - [2022](https://help.sitezeus.com/release-notes?hsLang=en#2022)
    - [2024](https://help.sitezeus.com/release-notes?hsLang=en#2024)
    - [2023](https://help.sitezeus.com/release-notes?hsLang=en#2023)
    - [2020](https://help.sitezeus.com/release-notes?hsLang=en#2020)

- [Default HubSpot Blog](https://info.sitezeus.com/blog)

[![](https://help.sitezeus.com/hs-fs/hubfs/SZ%20logo-1.png?width=463&height=463&name=SZ%20logo-1.png)](http://sitezeus.com)

Welcome to the SiteZeus Help Center

<https://www.youtube.com/sitezeus> <https://www.facebook.com/sitezeus/> <https://www.linkedin.com/company/sitezeus/> <https://twitter.com/SiteZeus>

Copyright © 2026, SiteZeus