Lead Tracks

With Lead Tracks, you are able to create road maps for your sales funnels. Lead tracks are an effective, visual way to help you manage your leads and grow your business.  You can manage your lead tracks by visiting Settings -> Lead Tracks.

Once here, select the + Add button in the upper right hand corner to create your first lead track.

Here, you can name your lead track as well as create the various stages for leads.

The Auto Move feature is an option to allow leads to move from one stage to the next stage of your lead track automatically.