Update Leads Status

Updating Leads status to Proposal Sent, Proposal Accepted, or Won.

1. Anesha or Brenna will message in Leads channel in Teamwork and will mentioned Shiela to update the Leads status. Please sample screenshot below:

2. Log in to JuicyCRM go to Opportunities

3. Search the Deal/Lead that needs to update the status.

4. Update the status and saved

The first example says move POP to Proposal Sent.