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Manually progressing leads

The workflow functionality automates the progression of leads to follow predefined business processes. Your System Administrator can determine whether your system uses workflow or not from Administration | Advanced Customization | Workflow & Escalation Configuration.

If your system does not use Lead Workflow, the Lead workflow actions on your leads' Summary page are replaced by a Progress button. This button allows you to manually change details of the lead via the Progress Lead page. Changes are still recorded on the Tracking tab.

See Also:

Qualifying a lead

Converting a lead to an opportunity