1. Creating a Stage
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Step 1: Navigate to the Stages menu → Click on the Add button.
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Step 2: The system opens the Stage creation screen. Enter the necessary details and click Save to store your entry, or select Back to cancel and return.
Field Descriptions:
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Name: Provide a meaningful name as a reminder.
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Weight: Determines stage order. Higher weight values indicate later stages. A contact cannot revert to a stage with a lower weight.
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Color: Select a color to aid sorting and searching.
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Category: Pick a category from the predefined Category settings.
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Description: Add a clear explanation to help users understand the purpose and qualification criteria for this stage.
2. Viewing a Stage
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Step 1: Open the Stages screen → Click the View button for the desired stage.
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Step 2: The system displays all relevant details of the selected Stage.
Information Tabs:
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Statistics Tab:
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Total number of leads: Shows how many leads currently fall within this Stage.
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Number of active campaigns: Displays campaigns using this Stage that are still active based on the start and end dates.
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Number of campaigns fielded: Lists all completed campaigns that included this Stage.
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Leads in time chart: Visualizes lead movement (added/removed) over time for the Stage.
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Stage Stats by campaign: Displays how often this Stage was used across different campaigns.
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Leads Tab:
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Shows a list of leads currently associated with this Stage.
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The Point column reflects the total points assigned to each lead after the campaign, calculated using both action points and change points.
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3. Editing a Stage
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Step 1: Go to the Stages screen → Click Edit for the desired stage entry.
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Step 2: The system presents the existing information for the selected Stage. Update the data as needed, then click Save to apply changes or Back to cancel.
4. Deleting a Stage
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From the Stages menu, locate the entry you want to remove → Click the Delete button for that stage.