Managing your clients' Lead Stages is a crucial part of your sales and marketing process. It helps you track where each client is in their journey with your business, from first contact to becoming a loyal customer. The system offers multiple ways to update Lead Stages, giving you flexibility to choose the method that works best for your workflow.
There are four main ways to add and edit Lead Stages for a client:
Add a Lead from the Leads page: This method is great when you're entering a new lead into the system. You can input all their information and assign their initial Lead Stage in one go.
Drag and drop in the pipeline view: This visual method is perfect for quickly updating multiple leads. It gives you a bird's-eye view of your entire sales pipeline, allowing you to move clients between stages effortlessly.
Edit on the client profile or client panel: When you're working with a specific client and need to update their information, this method allows you to change their Lead Stage along with other details.
Automatically using automations and the tagging action: This powerful method lets you set up rules to automatically update Lead Stages based on client actions or changes in their status. It's ideal for keeping your leads organized without manual intervention.
When to Manually or Automate Adding Lead Stages
Each of these methods has its advantages, and you might find yourself using different ones depending on the situation. For instance, you might use the pipeline view for your daily lead management, the client profile for in-depth work with individual clients, and automations for ongoing maintenance of your lead database.
Add and Remove a Client's Lead Stages
Using the Lead Tracker List View
Click on Marketing Center in the Main Navigation Menu
Select Lead Tracker
Click on a Lead's name
Change their Lead Stage
Click Save
Using the Lead Tracker Pipeline View
Go to Marketing Center in the Main Navigation Menu
Choose Lead Tracker
Click on Pipeline View
Drag and drop clients between Lead Stage columns
Using the Client Panel
Go to the Contacts page
Click on a client's name to open their panel
Find the Lead section and click the edit icon
Remove the current stage and add the new one
Using Journey Automations
Here's an example of how to automatically track clients with expired plans:
In the Main Navigation Menu, click Marketing Center
Select Journeys, then Add New Journey
Enter the Journey details
Click Add automation
Set up the following conditions
Choose the "Class Plan Status" condition: Find everyone whose plan expired yesterday AND who don't have another current plan
Choose the "Contacts without a Plan" condition: Select All Plans and choose Lapsed
In the Actions section of the automation remove the "won" Lead Stage and apply the "lapsed" Lead Stage
Save
Enable the Automation toggle and enable the Journey toggle
