Define stages for prospects
Define the stages of your outreach process for prospects.
Stages in Outplay are like Salesforce status fields: they show where your prospect is in your sales process. Using stages helps your team take the appropriate actions to engage a 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 prospect stages.
- Click the user menu, and click Settings.
- Click Stages.
Add a prospect stage
To add a prospect stage:
- Click Add Stage.
- Type a Name to describe the stage
- Click Save.
Rename a stage
To rename a stage:
- Click the options icon next to the stage you want to rename.
- Click Rename.
- Type the new Name for the stage.
- 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:
- Click the options icon next to the stage you want to move.
- Click either Move Up or Move Down.
Delete a stage
To delete a stage:
- Click the options icon next to the stage you want to delete.
- Click Delete.
Updated on: 31/05/2024
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