Contacts refer to prospects or customers who have interacted with your business. Every contact in your CRM follows a set of stages throughout their journey as your customer. Track and assign these stages to your contact to help you better understand the buyer journey.
You can use email templates to save time, placeholders to personalize the email, save the email as a bulk draft, and perhaps schedule it to be sent at a specified time. Learn more about sending bulk emails.
This button assigns all the selected contacts to a user in your team. The user becomes the Owner of the assigned contacts. You can choose the user from the drop-down in the Assign To overlay. Alternatively, you can add users to individual contacts too.
Say your sales process involves handling a large number of prospects, a handful of whom eventually qualify as a contact, and proceed to sign up a deal with your organization. In this case, it helps to categorize their association with your business through different lifecycle stages like Lead, Sales Qualified Lead, Customer, Repeat buyer, etc.
Here’s how you can configure your lifecycle stages:
Click Save. This updates the Lifecycle stage of your account.
You can also add new lifecycle stages by clicking + ‘Add new lifecycle stage’ button.
Click the toggle button to enable the lifecycle stage. You can also move the lifecycle stages and their individual statuses by dragging and dropping them.
Click ‘Create lifecycle stage’ button. This updates the lifecycle stages journey for your account.
This button deletes all the selected contacts. It is highly recommended that you hit the Delete button only when you’re sure that you no longer need those contacts. Contacts once deleted cannot be recovered.
Updating Lifecycle stage for a contact
Here’s how the lifecycle stage of a contact can be updated:
Contact Details Page
Find the Lifecycle stage dropdown on the details page and click the same. This brings a dropdown that allows you to update the lifecycle stage and status here and click the ✔ button.
List view
Head over to the contact landing page and click “Manage sections.” Here you can uncheck the option to “Show Lifecycle Stage and Status section.” Click Save.
Note: The user role needs to have access to the “Manage Sections” option to be able to disable this feature. This can be configured in the Roles section.
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