Where Can I Define the Status Workflow For Lead/Opportunity?

Every Organization has a specific workflow defined for its sales team. Status workflow lets you define the workflow of status for leads & opportunities.

Step 1: From the left side menu bar select the “CRM” module and click on “Leads” from the menu dropdown. (CRM > Leads)

Step 2: You will be redirected to the leads dashboard. From the top menu bar click on “Status Workflow”.

Step 3: “Select Type” from the dropdown. (Lead/Opportunity)

Step 4: Define the status workflow from here. Here you can define how you want your lead/opportunity to flow according to the status.