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Stages - allows you to change the stages in the analyzer as well as add new ones or delete any existing ones. You can also add a Fulfillment Action for the individual stage that will trigger when a lead transitions into the specific stage.

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• Set as default - this adds the lead analyzer to your default view.

• Launch - you can use this option to launch your lead analyzer and view the leads.

• The following Fulfillment Actions are also available:

• Actions (Added) - any actions set here will trigger when lead is added to the analyzer.

• Actions (Stage Changed) - any actions set here will trigger when lead is moved from one stage to another within one analyzer.

• Actions (Archived) - any actions set here will trigger when lead is archived.

• Actions (Deal Created) - any actions set here will trigger when a Deal is created from within the lead analyzer.

Adding leads to Analyzer

Leads can be added to the leads analyzer Analyzer in one of the following ways:

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