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CRM Stages

Last updated 04/10/2017

This article explains what CRM Stages are, how they can be used, and how to assign stages to Customers.

What are Stages?


Stages can be used to group customers, with the specific aim of filtering the CRM List quickly and easily.

To give an example, I may wish to add a number of my customers to the 'Prospect' stage, and then filter my 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, tick the Stages you want to apply to the contact.
  3. Click Save or Back 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. Click Search.

Editing and Adding New Stages


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

To do this: 

  1. Log in as the Administrator. See this article for the difference between Users and the Administrator.
  2. In the top right of the screen, hover over your username and select Settings.
  3. Click on CRM Settings under the CRM Menu.

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

  6. Clicking Next and then Save will update 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.

Do Stages filter through to Reports?

No - stages are only useful for filtering the CRM List. For reporting purposes, it is far better to use the Group and Sub Group fields.

When editing Stages, what do the colors refer to?

Unfortunately color options for Stages exist for legacy users only.