**To configure CRM exception rule:** #. Create a new exception rule. #. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed). #. Choose the CRM stage to which you want to apply the exception rule. #. Specify the exception type and define the condition, then save the rule. **Note:** If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage.