# How to assign Stages to a Lead?

Stages help organize leads based on their current position in the sales process, making it easier to track progress and manage lead pipelines within AgentRoof CRM.

#### Method 1: Assign Stages from the Leads Listing Page

**Steps**

1. Navigate to the CRM page.
2. Select the checkbox next to the lead you want to assign a stage to.
3. Click the **Assign Stage** icon located in the Leads row.
4. A pop-up window will appear displaying all available stages.
5. Select the stage you want to assign to the lead.
6. Click **Apply** or confirm the selection.

#### Method 2: Assign Stages from the Lead Profile Page

**Steps**

1. Select the desired lead.
2. Click the **Profile** button to open the lead profile page.
3. Locate the **Stage** section and click the edit button on the current stage name.
4. Select the stage you want to assign to the lead.
5. The selected stage will be updated successfully.

> **Note:**
> 
> - A lead can only have one stage at a time. To change a lead's stage, click the current stage name and select a new stage.
> - When a lead is assigned to a stage, any active items associated with that stage—such as Action Plans, Listing Alerts, Price Drop Alerts, Market Updates, Newsletters, or other stage-based automations—may also be applied to the lead, depending on the stage configuration.

#### Result

The selected lead will be assigned to the chosen stage and may automatically inherit any workflows, alerts, communications, or automations associated with that stage.

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