How To Add Prospect Stages

Purpose: 

The purpose of this article is to provide direction to Outreach users in adding stages. 

Intended Audience: 

• Outreach Users

How To Add Stages

1. Access the Outreach Platform. 
2. Click the user's initials on the bottom left-hand corner of the navigation sidebar.
3. Click Prospect under the System Config section in the Settings panel.
   
4. Click Stages in the menu bar. 
   Note: If you're adding stages to map to sub-statuses (status reasons) to your CRM, each stage added should represent a sub-status.
   Example: If Status = Qualified, and Sub-Statuses are Contacted and Customer, then you'll add 3 stages: Qualified, Qualified - Contacted, Qualified - Customer.
   
5. Click Add. 
6. Input a name for the stage in the Name: field. 
7. Select an applicable color and click Save.
   
   The new stage will appear in the list.