How to customize and update the lifecycle status column to create a pipeline

Once you start receiving responses from your campaigns, categorizing leads helps you track where each potential customer stands. nReach offers a customizable lifecycle status to streamline this process.

Setting Up Your Lifecycle Stages

How to Update Lifecycle Status for Contacts or Companies:

Go to Customer Engagement and navigate to the Contacts or Companies section.
Use the "Go to" search bar and type "Lifecycle stage."
Locate the column and click the three dots (…) next to it.
Select "Edit" and customize the statuses as needed.

Click Save - your custom pipeline is now set up!

Managing Responses

Categorizing Your Responses:

Open the Campaign Management tab.
Select the "Replied" view to see contacts who have responded.
Use the "Go to" search bar to find the "Lifecycle stage" column (available at both company and contact levels).

Start categorizing your leads to keep your pipeline organized!

Additional Tips

Create lifecycle stages that match your specific sales process
Use consistent terminology across your team
Regularly update statuses to maintain accurate reporting
Consider automating status changes based on specific actions

That's it! With nReach, you can customize and streamline your sales process effortlessly. 🚀

Need Help?

If you have further questions or need assistance, feel free to reach out to our dedicated CSM team. We're here to help you make the most of your campaigns!