Add matter stages to a lead

Matter stages can be applied to leads, to give you a bird's eye view and track progression.

1.    Select the gear icon from the triConvey Home Dashboard.

2.    Select Matter Stages and then select Add New.

3.     Name the Stage Set, then build it out by selecting New Stage for every stage you wish to add.

Tip:  Learn more about creating Matter Stages and setting up automatic messaging on stages.

4.    To apply the matter stage to a lead type, select change....

5.    Tick all the Lead Types that this matter stage applies to, then select OK.

6.    Select Save & Close.

You can now use this matter stage on all new leads created from those Lead Types.  The next step is to apply a Matter Stage to the Lead.