How To Create & Assign Stages To Contacts

a. How To Create Stages

1. Go to Stages from the left menu.

1. Click New+.

1. Name the stage and provide a description (e.g., Test).

1. Optionally set a weight.

1. Click Save & Close.

b. How To Assign a stage to a contact

1. Go to Contacts.

1. Click on the contact that you want to assign the stage to.

1. Click on Edit

1. Scroll down the page and under the Stage field, select the appropriate stage (e.g., Test).

1. Click Save & Close.