Use the In Progress Feature to Manage Leads

Overview

The In Progress feature helps you track customers who are actively being worked on. It ensures that everyone on your team knows which customers are in progress, reducing duplication and keeping workflows organised.

Steps

Move a Customer to In Progress from a Stryd tab

• Locate the customer from any tab (e.g., Due For Review, Detected Opportunities, Other Customers).

• Click the three dots on the customer card.

• Select Move to In Progress.

• (Optional) Add a note explaining why the customer is being moved.

• Click Submit.

The customer will now appear in the In Progress tab.

Move a Customer to In Progress from a Customer Record

• Open the customer’s details page.

• Stay on the Overview tab.

• Click Move to In Progress.

• (Optional) Add a note.

• Click Submit.

The customer will now be added to the In Progress tab.

Remove a Customer from In Progress

• Go to the In Progress tab.

• Find the customer you have finished working on.

• Click the three dots on the customer card.

• Select Remove from In Progress.

The customer will return to your general customer list.

When to Use / Common Scenarios

• Actively working on a customer: Mark them as In Progress to signal progress.

• Coordinating with teammates: Use it to avoid duplicate follow-ups.

• Managing workflow: Move customers back when action is complete or needs to pause.

Outcome

Customers marked as In Progress are removed from Stryd''s active lead tabs and stored in a dedicated space until you finish working with them. This keeps your lead lists clean and makes it easy to see who’s being handled.

Support

If you need help, contact support@stryd.au.

Quick Steps

• Find a customer from any tab.

• Click the three dots and select Move to In Progress.

• (Optional) Add a note and submit.

• Open the In Progress tab to view active customers.

• Remove customers when work is complete by selecting Remove from In Progress.