How do I move an enquiry from one stage to another? - SquareDocs

Enquiry/Lead

Table of Content

Table of Content

Table of Content

How do I move an enquiry from one stage to another?

To move an enquiry from one stage to another in Hhola, simply open the enquiry's profile and use the stage dropdown menu to update its status. This could be moving it from "Open" to "In Progress" or from "In Progress" to "Won" or "Lost" based on the outcome. Moving an enquiry through the stages helps you track its journey and ensures that team members are updated on the current status of each lead.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.