Keep Track of the Contact and Account Lifecycle

In a broad sense, Stages are labels identifying the phases of a sales cycle for a contact or account. Stages will change automatically according to their Triggers, or when you manually choose to change them. Stages are used in many different parts of the product, and as such having them correctly mapped and set-up is very important.

Contact Stages

​​You can add, edit, and remove contact stages from Settings > Contacts:

You will always have several default stages, but you can add in as many as you want to flesh out all of the stages you need to track.

When creating a new contact stage there are several options:

• Name - The name of the stage
• Category - This is a general grouping, so we know if the stage denotes that if you Succeeded with the contact (for something like Meeting Set or Interested), if they are In Progress (Approaching the contact, you've sent an email that has no response yet), or if you did Not Succeed (Unresponsive or they unsubscribed, etc)
• "If a user manually sets the contact to this stage, software should NOT override it when there is a new trigger event such as an email delivery or reply." - this just means the stage will not be overridden by any automatic trigger

Pro Tip: Create one contact stage for each SFDC contact status you have, and map each directly over.

Account Stages

​​You can add, edit, and remove account stages from Settings > Accounts:

You will always have several default stages, but you can add in as many as you want to flesh out all of the stages you need to track.

When creating a new account stage there are several options:

• Name - The name of the stage
• Category - This is a general grouping, so we know if the stage denotes that if you Succeeded with the account (for something like Current Client), if they are In Progress (Approaching the account, you've sent an email that has no response yet), or if you did Not Succeed (Do Not Contact for example)

Pro Tip: Create one account stage for each SFDC account status you have, and map each directly over.

Related Resources:

• Triggers
• Change Contact Stage
• Change Account Stage