- Help Center
- Prospects and Accounts
- Prospects
-
Get Started
-
Integrations
-
Lead Sourcing
-
Meeting Scheduler
-
Conversation Intelligence
-
Calls
-
Dialer
-
Sequences
-
Prospects and Accounts
-
FAQs
-
Triggers
-
Emails
-
Settings
-
Live chat
-
SMS
-
Teams
-
Reports
-
Tasks
-
Opportunities
-
Accounts
-
Meeting
-
Sales Intelligence
-
Outplay Connect Chrome Extension
-
Pricing & Plans
-
Outplay APIs
-
PhoneVerify
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.