Allows creating stages to convert leads into leads. It will usually take the form of a funnel
Contact will be staged by going through a campaign
The data at this screen will be used for the Campaigns screen
1. Create Stage
- Step 1: Select the menu Stages -> Select the
Add function
- Step 2: The system will display the Stage screen -> Proceed to enter the
necessary values
* Explanation:
o Name: Enter a
reminder name
o Weight: this is how
you determine the progression of your stages. The higher the stage weight
number, the more contact in the hopper. Contacts cannot move back to stages
with lower weights.
o Color: choose a color
that reminds you to sort and search later.
o Category: Used to
select the type of Stage. This field data is taken from the Category screen of
section 1.1 and only takes Categories of type Stage
o Description: we recommend adding a description to help you and other users easily identify what qualifies as a contact for that stage.
2. View Stage
- Step 1: Select the Stages screen -> Select the View function corresponding to
the data line to see detailed information
* Explanation:
o
Statistics tab screen
·
The Total number of
leads field will display the total number of leads currently in the respective
Stage
·
The Number of active
campaigns field will display the total number of active campaigns that have the
corresponding Stage selected and are still valid (based on the start date and
end date in the campaign).
·
The Number of campaigns
fielded will display the total number of participating campaigns that have
selected the corresponding Stage and have passed the validity period (based on
the start date and end date in the campaign)
·
The Leads in time chart
will show an overview of the number of leads added and removed by the date of
the respective Stage
·
The Stage Statis by
campaign chart will show the number of stages belonging to the corresponding
Campaign (this field data is based on the Campaign campaign with the
corresponding Stage selected).
o The Leads tab screen will display a list of the remaining leads of the current stage in the respective Stage. The Point column will show the total available points of the Lead after the Campaign is run (the score will be aggregated from the action point and change point)
Select the Stages screen -> Select the Edit function corresponding to the data line to edit detailed information
4. Delete Stage
Select menu Stages -> Select the corresponding line you want to delete -> Select Delete function
