Can I create different lead stages for my team workflow?
Yes! Heffl allows you to create unlimited custom lead stages that match your exact sales process. Set up stages like New, Contacted, Qualified, Proposal Sent, or any workflow that fits your business needs.
Heffl provides complete flexibility in designing your lead management workflow:
Unlimited Custom Stages
- Create stages that reflect your real sales process
- No rigid templates or forced workflows
- Add, edit, or remove stages anytime
- Set stage-specific automation rules
Common Stage Examples
- Service Business: Inquiry → Site Visit → Quote → Contract → Project
- Product Sales: Lead → Demo → Proposal → Negotiation → Closed Won
- Real Estate: Inquiry → Viewing → Application → Approval → Sale
- Consulting: Contact → Discovery → Proposal → Agreement → Delivery
Advanced Stage Management
- Set probability percentages for each stage
- Configure automatic actions when leads enter stages
- Track time spent in each stage
- Generate reports on stage conversion rates
