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

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

 

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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. 

 

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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. 

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