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How can I change the enrolment stage of a Lead in Funnel?
How can I change the enrolment stage of a Lead in Funnel?

Learn how to change or update the enrolment stage of a lead in Funnel.

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Each school's enrolment stages are unique depending on its specific requirements and will be set by Digistorm during the Funnel onboarding process. The enrolment stage of each Lead will be displayed on the top of their Lead detail view.

Enrolment stage movement will largely be triggered through the completion of forms or other automations you have set up in your account. However, if you need to manually move a Lead into a different stage, simply select the relevant stage, then change stage in the pop-up modal.

Once confirmed, the Lead stage will update immediately reflect both on the top of the Lead's profile and on their timeline. It's important to note that you can move the Lead back to a prior stage at any time if needed.

If there are multiple leads that need to be moved to the same stage remember to do this in bulk from the Leads Table. Select the relevant leads in bulk then select Bulk Edit to find the Stage option.

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