CRM stages

CRM stages

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.

Add a customer to a stage

  1. From the left navigation, select the CRM module.

  1. Select the customer name in the Company column.

  1. In the Classifications area, to the right of the screen, select the Stages you want to apply to the contact.

  1. Select Save to save the transaction.

Filter by stages

  1. From the left navigation, select the CRM module.

  1. Select the Stage or Stages by which you'd like to filter.

  2. Select Search.

Edit and add new stages

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

  1. While logged in as an Administrator, select your username in the top right of the screen and then select Settings

  1. Under the CRM menu, select CRM Settings.

  1. Select Stages from the left of the screen.

  2. Here you can rename, add, or remove stages.

  3. Then select 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 list. 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.

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