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      Define stages for Accounts

      Define the stages of your outreach process for accounts.

      Stages in Outplay are like Salesforce status fields: they show where your account is in your sales process. Using stages helps your team take the appropriate actions to engage an account's prospect through your sales process.

      You can define the stages that work best for your sales process in the Stages screen.

      Note: You must be an Admin to define account stages.

      1. Click the user menu, and click Settings.

      2. Click Stages.

      3. Click Accounts Stages.

      Add an account stage

      To add an account stage:

      1. Click Add Stage.

      2. Type a Name to describe the stage

      3. Click Save.

      Rename a stage

      To rename a stage:

      1. Click the options icon next to the stage you want to rename.

      2. Click Rename.

      3. Type the new Name for the stage.

      4. Click Save.

      Change the order stages appear

      You can change the order stages appear in lists to better reflect your process. To move a stage up or down in the list:

      1. Click the options icon next to the stage you want to move.

      2. Click either Move Up or Move Down.

      Delete a stage

      To delete a stage:

      1. Click the options icon next to the stage you want to delete.

      2. Click Delete.