How to Move a Lead to a Different Stage

Learn how to move leads between workflow stages to track their progress through your sales pipeline. Moving leads helps you manage the sales process and understand where each lead is in the funnel.

How to Move a Lead to a Different Stage

Before You Begin

Login to your account at https://app.joinzipper.com/auth/login
Ensure you have owner or admin permissions
Have a lead in a workflow with multiple stages

Steps

Step 1: Open the lead

Go to Contacts > Lead Tracking
Find the lead and click it to open its details

Step 2: Move to a new stage

Click Move to Stage (or open the stage selector)
Select the new stage

Step 3: Add a journey step (optional)

Enter notes about the stage change (e.g., “Called customer, discussed needs”). Journey steps are recorded immutably in the timeline.

Step 4: Save

Click Save (or Move to Stage). The lead moves to the new stage and the journey step is recorded.

Troubleshooting

“Move to Stage” option not visible? Confirm you’re viewing lead details (not the list view) and that you have permission to manage leads.

Can’t select a stage? Confirm the workflow has active stages defined.

Lead didn’t move? Confirm the stage change was saved and refresh the pipeline view.

Journey step not recorded? Confirm the step was entered and saved along with the stage change.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

Was this article helpful?