> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating the journey and stages in CRM

> Set up the stages leads move through, group them into journeys, and set reject reasons and lead QR links.

<iframe src="https://drive.google.com/file/d/1ZHzdFfDmI06SQN5kG5SvedVjzzfXAmp8/preview" className="w-full aspect-video rounded-xl" allow="autoplay" allowFullScreen />

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

## 1️⃣ Create the stages

On the **Stages** tab, click **New Item**:

<img src="https://mintcdn.com/dentolize/KruD5iIWL7j-H9K_/images/en/crm/new-stage.webp?fit=max&auto=format&n=KruD5iIWL7j-H9K_&q=85&s=1d14a973ccf82188ab709fc6a08bd629" alt="New stage form" className="mx-auto rounded-lg" style={{ width:"70%" }} width="2016" height="1800" data-path="images/en/crm/new-stage.webp" />

* **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.

<img src="https://mintcdn.com/dentolize/KruD5iIWL7j-H9K_/images/en/crm/stages.webp?fit=max&auto=format&n=KruD5iIWL7j-H9K_&q=85&s=b969c628e10b314126642cc5d3bb6874" alt="Stages list" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1040" data-path="images/en/crm/stages.webp" />

**Move Leads** on a stage moves many leads to another stage at once.

## 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.

<img src="https://mintcdn.com/dentolize/KruD5iIWL7j-H9K_/images/en/crm/journey-settings.webp?fit=max&auto=format&n=KruD5iIWL7j-H9K_&q=85&s=106aa2726b66d246286e7fe5263cd7b3" alt="Journeys list" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1040" data-path="images/en/crm/journey-settings.webp" />

<Warning>
  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.
</Warning>

## 3️⃣ Reject reasons and QR links

* **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.

<img src="https://mintcdn.com/dentolize/KruD5iIWL7j-H9K_/images/en/crm/lead-links.webp?fit=max&auto=format&n=KruD5iIWL7j-H9K_&q=85&s=8f6653564433eaecdb43ab7078ea8e9a" alt="Lead QR Links" className="mx-auto rounded-lg" style={{ width:"100%" }} width="2780" height="1040" data-path="images/en/crm/lead-links.webp" />
