• Contents

CRM Stages

Last updated 01/02/2021

Overview of CRM Stages: How can they be used, and how to assign to Customers.

Overview


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.

Adding a Customer to a Stage

To add a customer to a stage:

  1. From the left navigation, select the CRM module.
  2. In the Classifications area, to the right of the screen, select the Stages you want to apply to the contact.
  3. Select Save to save the transaction.

Filtering by Stages

To filter the CRM list by stages:

  1. From the left navigation, select the CRM module.
  2. Select the Stage or Stages by which you'd like to filter.
  3. Select Search.

Editing and Adding New Stages

Stage titles can be modified to be whatever you like. You can also add additional Stages if required.

To do this: 

  1. While logged in an Administrator, select your username in the top right of the screen and then select Settings.
  2. Under the CRM menu, select CRM Settings.


  3. Click Next to proceed to the Stages section.
  4. Here you can rename, add, or remove stages.


  5. Select Next and then Save to save the changes.

FAQs


Can Stages be updated via the Bulk Update function?

Yes. Each stage should be entered in a single cell separated by a comma (i.e., "Prospect, Quoted").

Do Stages filter through to Reports?

No. Stages are only useful for filtering the CRM ;ist. For reporting purposes, it is recommended to use the "Group" and "Sub Group" fields.

When editing Stages, what do the colors refer to?

Color options for Stages exist only for legacy users.