How to manage lifecycle stages and status for contacts?
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.
Let’s understand this better with an example:
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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:
- Go to Admin Settings and click Lifecycle stage. This opens the page where you can configure your lifecycle stages.
- The page contains default lifecycle stages- Lead, Sales Qualified Lead, Customer.
- Define Lifecycle stages and their statuses.
- Lifecycle stage: Lifecycle stage captures the decision journey of a customer. Every buyer goes through starts from discovery to familiarization to purchasing a product and even follow-up orders. This buyer journey can be configured as different lifecycle stages. For example, if you are selling a SaaS product, you can capture stages such as Marketing Qualified Lead, Sales Qualified Lead, Customer, etc.
- Status: With statuses, users can track the capture the interest level of a prospect while they are in a lifecycle stage. In the case of our example, every lifecycle stage can have individual statuses. For example, a Sales Qualified Lead usually goes through several stages such as Trial, Demo, Contract negotiations, etc. before the contract is inked and the contact becomes a customer.
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
- PageList view
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
- Click the Contacts tab and select the contacts by clicking the checkbox beside them.
- Click Update field.
- Choose Contact Lifecycle Stage field. This brings up the lifecycle stage field and the status which is a dependent field.
- Update the field and click Save.
How to hide the Contact Lifecycle Stage on the contact landing page
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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