How can I segregate leads based on the stages they are in?

How can I segregate leads based on the stages they are in?

You can create Custom List Views to segregate leads based on the lead status field.
    • Related Articles

    • How do I segregate leads using the Kanban view and how can I customize the view?

      Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...
    • How do I export my leads from CRM to an XLS file?

      You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
    • Working with Leads

      Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
    • Customize a health insurance proposal form and track its stages

      Edition: Enterprise | Industry: Insurance | Feature: Module Customization Scenario Emma Wilkins is a Senior Sales Manager at a health insurance company. They offer custom-made insurance plans based on different coverage levels that cater to ...
    • Creating Leads

      In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from ...