FAQ: How to add another column/status to the Leads page?
Answer:
When you sign up for REsimpli, lead stages are available by default. These are:
New Leads
No Contact Made
Contact Made
Appointments Set
Due Diligence
Offer Made
Under Contract
Most of these stages are customizable except the ‘New Leads,’ ‘Offer Made’, and ‘Under Contract’.
To edit the customizable stages, follow the steps below;
Navigate to ‘Leads’ and select ‘Active Leads.’
2. Go to the lead stage and click the three dots in the upper right section of the tile.
3. Select the kind of customization you want to make.
Change Title
Change Color or
Collapse Column
4. Click ‘Change Title’. A small window will pop up.
5. Write the new title and hit ‘Change Title.’
6. Click ‘Change Color,’ and different choices of colors will pop up.
7. Select your preferred color, and hit ‘Save Color’.
8. Click ‘Collapse Column,’ and it will collapse the column of the selected stage.