Last updated 01/02/2021
CRM Stages can be used to group customers, with the specific aim of filtering the CRM List quickly and easily.
For example, you may wish to add a number of customers to the "Prospect" stage, and then filter the CRM list to see all of those customers in order to phone them one by one.
Contacts can be added to multiple stages.
To add a customer to a stage:
To filter the CRM list by stages:
Stage titles can be modified to be whatever you like. You can also add additional Stages if required.
To do this:
Yes. Each stage should be entered in a single cell separated by a comma (i.e., "Prospect, Quoted").
No. Stages are only useful for filtering the CRM ;ist. For reporting purposes, it is recommended to use the "Group" and "Sub Group" fields.
Color options for Stages exist only for legacy users.
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