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Go to Settings → Leads. The tabs are Stages, Journey, Stage Timeline, Reject Reasons and Lead QR Links.

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1️⃣ Create the stages

On the Stages tab, click New Item: New stage form
  • Name (unique) and Color.
  • Max Days in Stage: how long a lead should stay in this stage. When a lead enters it, its due date is set automatically, and it’s flagged overdue after that.
  • Assigned To: the users who handle this stage. New leads are shared between them in turn.
  • Show reject reason when lead is moved to this stage: for “lost” stages, asks for a reject reason.
Stages list Move Leads on a stage moves many leads to another stage at once.

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2️⃣ Group stages into journeys

On the Journey tab, click New Item, enter a Name, choose the Assigned To users, and add the Stages in order (drag to reorder). The order is the order of the columns on the board. Journeys list
A stage can belong to one journey only. Deleting a journey doesn’t delete its stages, but they disappear from the boards until you add them to another journey.
  • Reject Reasons: the reasons for losing a lead, such as Price, Competitor Chosen or No Response.
  • Lead QR Links: create a form link or QR code (for your website, ads or reception) that adds the lead to a chosen Stage and Branch. Choose the fields shown and required, how long the link works and how many registrations it accepts.
Lead QR Links