Updating the Stage of a Registered Lead

Unifyr Support
Unifyr Support
  • Updated

Permission Required

This feature is not available to all suppliers. Submit a request to your Unifyr team if you're interested in using it.

Follow these steps to move a registered lead to its current stage in the sales process. This allows you to keep a more accurate record of partner-registered leads in Unifyr:

  1. Navigate to Leads & Deals > Lead Registration. You will see a full list of leads that have been registered by your partners.
  2. Click on the lead you want to update, to open it for edit.
  3. Click Edit.
  4. Go to the Details tab.
  5. Select the new status from the Lead Stage dropdown list.
  6. Click Save.

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