Article Overview
Stages represent groups of statuses that help categorize the progress of a lead through different phases in your sales pipeline. Each stage can include multiple statuses, allowing for more granular tracking and reporting. In this configuration, stages are defined by the statuses you select, enabling you to monitor how leads move from one stage to another based on specific status updates made by your team. Below is an example of how statuses may map to stages in your business
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Part 1: Amplify Stages
Amplify stages allows you to categorize the progress of a lead through different phases.
- Stages Overview:
Part 2: Map Your Statuses to Stages
This part will cover how to map your lead statuses to specific Amplify Stages in the Amplify Configuration.
- Mapping statuses to an Amplify Stage can be done in the Amplify configuration on the web app.
- On the Web App, navigate to "Integrations" -> "Marketplace" -> "Add-Ons" -> select the "Amplify" tile to access the configuration.
- Select "Configure" -> "Reconfigure".
- Navigate to the "Events to Track" page in the configuration. This page allows you to manage which event types you'd like Amplify to record.
- Ensure that the "Lead Stages" event type checkbox is selected.
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Checking this box allows a new page to appear in the configuration called "Amplify - Lead Stages".
- This page allows you to map your lead statuses to a specific stage to count toward in Amplify.
- Available Stages include: Pending, Attempting Contact, Qualifying, Negotiating, Sold, Lost (Disqualified, No Interest, No Sale, Unfulfilled, Canceled), Customer, and Undefined.
- To add a new mapping, select the "+ Add Mapping" button at the bottom of your mapping list.
- Each of your statuses must be assigned to a stage in order to move on from this page.
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- Tip: if you're missing a status mapping, a red banner will appear at the bottom of your page detailing which statuses have yet to be mapped:
- Be sure to run through the configuration and click "Finish" to save/apply your changes.
Part 3: Viewing Stages in Amplify
Stage information is visible from Amplify on a dashboard.
- Stage change information can be viewed on an Amplify dashboard.
- By default, Amplify accounts should have a "Pipeline Stages" dashboard enabled. This default dashboard has widgets built out to view different stage data.
- Users can add/change the widgets on this dashboard to fit their needs.
- Mapping statuses to an Amplify Stage can be done in the Amplify configuration on the web app.
Pro Tips
- Check out our article on Amplify Widgets if you're needing to change the widgets on your Pipline Stages dashboard.
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