Settings
Workspace settings
Configure Secure360 to match how your team works.
Lead Stages
Drag to reorder. Every new lead moves through these stages.
1
New400 leads2
Contacted340 leads3
Interested280 leads4
Meeting Scheduled220 leads5
Proposal Shared160 leads6
Converted100 leads7
Lost40 leadsReminder defaults
Send WhatsApp reminders
24h before scheduled follow-up
Send Email reminders
1h before appointment
Advisor push notifications
Ping on overdue tasks
Auto-log call activity
Capture missed & completed calls