Lead Stages

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Every prospect has a different journey from introduction to sale, but they all follow a general flow that can be tracked based on their level of engagement which we call Lead Stages.

As leads become more engaged with your marketing material they will transition into new lead stages that let your sales team know when a customer is ready to buy.

Managing your Sales Funnel with Lead Stages

Understanding your Sales Funnel and the flow of prospects through it is key to measuring your overall marketing success. Paminga makes it easy for you to manage your funnel, analyze the flow of prospects through your funnel, and take action to keep prospects moving forward.

By simply categorizing your Contacts into various Lead Stages, you can easily target specific prospects for additional nurturing and stay informed as those prospects approach conversion.

Once you have created Lead Stages, you can:

• Manually set a Contact’s Lead Stage within the Contact View
• Automatically set your Contacts’ Lead Stage using a Set Lead Stage Campaign Action in a Nurture/Advanced Campaign
• Assign your Contacts’ Lead Stage via CSV Import
• Assign your Contacts’ Lead Stage when the Contact submits any Paminga Form (via Form Actions)
• Use a Contact’s Lead Stage as a condition in any of your Segments, Campaigns, and even Lead Scoring rules
• Watch the flow through your various Lead Stages using the Paminga Funnel Report

Creating a Lead Stage

Assigning a lead stage is quick and easy in Paminga. To find your lead stages, head to the Account Profile by hovering over your email address in the upper right-hand corner of your screen and selecting "Account Profile".

Once here, open the drawer on the left-hand side of the page, and select "Lead Stages". This will take you to a new page where you can name your lead stage and assign it a position in your sales funnel.

There are no limits to the amount of stages that you have in Paminga so feel free to make it as short or long as you’d like, depending on the needs of your sales team.

And there it is!

You’ve successfully created the lead stages that make up your sales/marketing funnel. You can now utilize these stages to help create Campaign participants, segment conditions, and so much more!