Stamina

Welcome to Stamina.io! If you’re just getting started, you might be wondering how to update a lead’s status. 

Changing a lead’s status is a great way to keep your sales process organized—so you know exactly which leads need a follow-up and which ones are already in progress. Let’s walk through it together in a few simple steps.

___________________________________________________________

Sign In: Open Stamina.io and log into your account.

Go to the Leads Area: From the main menu, click on Leads (or the section where your leads are listed). This is your hub for all your potential clients.

1. Sign In: Open Stamina.io and log into your account.
2. Go to the Leads Area: From the main menu, click on Leads (or the section where your leads are listed). This is your hub for all your potential clients.

Browse Your List: Look through the list or board of leads. Find the lead whose status you’d like to change.

Select the Lead: Click on the lead’s card or name. This will open a window with more details about that lead.

1. Browse Your List: Look through the list or board of leads. Find the lead whose status you’d like to change.
2. Select the Lead: Click on the lead’s card or name. This will open a window with more details about that lead.

Find the Status Option: In the lead details view, you’ll see a button or a dropdown menu labeled Status. It’s usually near the top of the details.

Choose a New Status: Click the status option. A list will appear with different status choices, such as “New,” “Contacted,” “In Progress,” or “Closed.”

Select the Right Option: Click on the status that best fits where this lead is in your process.

1. Find the Status Option: In the lead details view, you’ll see a button or a dropdown menu labeled Status. It’s usually near the top of the details.
2. Choose a New Status: Click the status option. A list will appear with different status choices, such as “New,” “Contacted,” “In Progress,” or “Closed.”
3. Select the Right Option: Click on the status that best fits where this lead is in your process.

Confirm the Change: Once you select the new status, your update should save automatically. If not, look for a Save button.

Done! That’s it. Your lead’s new status is now set, and you can easily keep track of your progress.

1. Confirm the Change: Once you select the new status, your update should save automatically. If not, look for a Save button.
2. Done! That’s it. Your lead’s new status is now set, and you can easily keep track of your progress.

Why Change the Status? Updating the status helps you stay on top of your work. It’s like marking off a step in your game plan.

Keep It Simple: If you’re ever unsure which status to pick, think about what the lead has done so far. Are they new? Have you reached out already? This can guide your choice.

Need Help? Our support team is always ready to lend a hand. You can reach out anytime if you have questions or need extra guidance.

- Why Change the Status? Updating the status helps you stay on top of your work. It’s like marking off a step in your game plan.
- Keep It Simple: If you’re ever unsure which status to pick, think about what the lead has done so far. Are they new? Have you reached out already? This can guide your choice.
- Need Help? Our support team is always ready to lend a hand. You can reach out anytime if you have questions or need extra guidance.

That’s all there is to it! By following these steps, you’re well on your way to managing your leads like a pro on Stamina.io. Happy selling!

Step 1: Log In and Find Your Leads

Step 2: Pick the Lead You Want to Update

Step 3: Update the Lead’s Status

Step 4: Save and Celebrate!

A Few Extra Tips