video1.0<iframe src="https://www.loom.com/embed/c10fba144b654555995aa8063772f1b6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c10fba144b654555995aa8063772f1b6-9bc6dbbfeb2a4f21.gif83.67In this Loom, I show you how to manage a lead through different stages. I click into the record, open Notes, and save comments so my teammates can see who left them and at what time, with context for follow up. In Opportunity Details, I change the status from Open to Lost or Won, and you can also drag it outside. If I close at 100k, I update the Opportunity Value and set it to Won, then click Update. I also reassign the lead when needed.