Welcome to stamina.io!
If you’re just getting started and need to update your lead details or change a lead’s status, don’t worry—it’s really simple. Let’s walk through it together.
How to Update Lead Info and Status
1. Log In and Open Your Leads List
Start by signing into your stamina.io dashboard. Once you’re in, click on the Leads tab. This is where you’ll see all your current leads.
2. Select the Lead You Want to Update
Scroll through your list and click on the lead you want to update. This will open a window showing all the details for that lead.
3. Edit the Lead Information
Look for the Edit button (it might look like a little pencil icon). Click it, and you can update the lead’s details such as:
Name
Email
Phone Number
Company Information
Make sure to check that the details are correct!
4. Change the Lead Status
Next, find the drop-down menu for the lead’s status. This menu lets you change the lead’s current status to something that fits your sales process, like:
New
Contacted
Qualified
Converted
Simply click the menu and choose the status that best describes where the lead is in your process.
5. Save Your Changes
After you’ve updated the information and selected the new status, click the Save button at the bottom of the page. This step is important so all your changes are stored correctly.
6. Double-Check Your Work
Take a quick look at the updated details to be sure everything looks good. If something isn’t right, feel free to click Edit again and make any further changes.
That’s it! Updating lead data and status on stamina.io is quick and easy. If you ever get stuck or have any questions, our support team is here to help you every step of the way.
Happy selling and thanks for choosing stamina.io!