I want help customizing lead stages in Freshsales – am I missing something?

Hey everyone! :wave:

I have been setting up Freshsales for our small sales team & overall, it is been a smooth ride. Super intuitive UI and easy to navigate. That said, I have hit a bit of a snag when it comes to customizing lead stages. I found the options under settings > workflows, made a few changes but oddly enough, they are not showing up the way I expected on the actual lead board. :thinking:

Am I missing a step somewhere? Or is there a delay before changes go live?

Also I am trying to figure out if there is a way to assign different pipelines or lead stages based on product type. Any tips??

I have check this I want Help Customizing Workflows in Freshworks API still need help.

On a side note, while digging through the docs, I stumbled across a section that explained What is Cloud Computing, which kind of put things in perspective for how Freshsales handles data.

Thank you…:slight_smile: