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

   ConfirmApply or confirm the selection.

Method 2: Assign Stages from the Lead Profile Page

TheSteps

selected

stage will be assignedNavigate to the CRM page. Select the desired lead. Click the Profile button to open the lead successfully.profile page. Locate the Stages section and click the + button beside it. Select the stage you want to assign to the lead. Click Apply to confirm your changes.

Note: 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.