Business areaLeads & Enquiries
Leads & Enquiries
Lead Stages Workflow
Define qualification and activity stages so every enquiry follows a clear operating process.
Designed forEmployees, Managers, and Operations teams
Available plansStarter, Professional, and Enterprise
What Is Lead Stages Workflow?
Teams can use shared stages to distinguish raw enquiries from qualified loan applications and keep ownership clear.
Lead Stages Workflow works with Enquiries and Applications as part of the wider DSACRM Leads & Enquiries workflow.
Why Lead Stages Workflow Matters
Unstructured status labels make it difficult to understand whether an enquiry is qualified or stalled.
A Clear, Practical Workflow
- 01
Capture an enquiry.
- 02
Update qualification and activity stages as work progresses.
- 03
Convert qualified opportunities into the application workflow.
What You Configure
- Stage setup
- Ownership rules
- Qualification information
What Your Team Gets
- Consistent lead status
- Qualification trail
- Application hand-off
Important to Know
- Workflow stages are configured according to the agreed product setup.
Common questions
Lead Stages Workflow FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Lead Stages Workflow in DSACRM?
Teams can use shared stages to distinguish raw enquiries from qualified loan applications and keep ownership clear. Define qualification and activity stages so every enquiry follows a clear operating process.
Who should use Lead Stages Workflow?
Employees, Managers, and Operations teams can use this capability within the Leads & Enquiries workflow.
Which DSACRM plans include Lead Stages Workflow?
Lead Stages Workflow is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Lead Stages Workflow?
Typical setup includes Stage setup, Ownership rules, and Qualification information.
What does the team get from Lead Stages Workflow?
The supported outputs include Consistent lead status, Qualification trail, and Application hand-off.