How to Customize Contact and Account Stages & Recommended Stages
Whether your team has finalized contact and account stages, or not, here's a guide to edit Apollo Contact Stages to match your Statuses. And, ensure you're using best practices, as recommended here. Having at least relevant stages to the stages listed here gives you heightened clarity on the sales/marketing pipeline, and increases productivity across sales/marketing teams.
1. Start in Settings > Contacts > Stages to review and customize Contact Stages.
Here's a breakdown of recommended stages for Contacts:Pro tip: When creating Custom Stages, overwrite existing stages to leverage their current mappings to triggers for automated stage changes (ie, when a contact replies, the Contact is automatically updated to the REPLIED contact stage)
|Default Stage||Overwritten / Custom Stage||Category||'Do Not Override' Checked?|
|Closed: Check Back Quarterly||Not Succeeded||Yes|
|Unresponsive||Closed: Unresponsive||Not Succeeded||No|
|Closed: Referred Elsewhere||No Category||Yes|
|Not Interested||Closed: Not Interesed||Not Succeeded||Yes|
|Closed: Bad Fit||Not Succeeded||Yes|
|Do Not Contact||Closed: Do Not Contact||Not Succeeded||Yes|
|Closed: Bad Data||Not Succeeded||Yes|
|Closed: Changed Job||Not Succeeded||Yes|
|Bad Data||No Category||Yes|
|Changed Job||No Category||Yes|
- Discuss this with your CSM if you have more questions around recommended stages – it's our sole purpose in life to make you successful in the app, and we're happy to help!
2. Next up: Edit your Account Stages
Start in Settings > Accounts > Stages to review and customize Account Stages.
Here's a breakdown of recommended stages for Accounts:
Pro tip: When creating Custom Stages, overwrite existing stages to leverage their current mappings to triggers for automated stage changes (ie, when a contact replies, the Contact is automatically updated to the REPLIED contact stage)
|Default Stages||Overwritten / Custom Stage||Category|
|Engaged / Hot||In Progress|
|Dead Opportunity||Not Succeeded|
|Bad Fit||Not Succeeded|
|Nurture - Timing||Not Succeeded|
|Nurture - Not Interested||Not Succeeded|
|Nurture - Unresponsive||Not Succeeded|
|Do Not Prospect||Not Succeeded|
3. Important Note: Keep in mind the triggers associated with your Contact and Account Stages while editing. Ensure they're mapped appropriately to their email and call triggers.
Here's a guide to walk you through editing your Stages + Triggers.