How to Create Relationship Stages

Relationship stages are used to organize and track the progress of outreach and manage influencers through your workflow. Each stage should represent the influencer journey through your program until they are an influencer or you close them out.

You can use relationship stages as a filter when reviewing your influencers or email. And while there are default stages already set-up, you can edit and create new stages to fit your internal workflow.



How to Create Relationship Stages

Step 1 Click Contacts and select My Influencers from the drop-down menu.

Step 2 Click Manage in the right-hand corner and select Relationship Stages.


Step 3 Click Create.


Step 4 Name your relationship stage and click save.


How to Add Relationship Stages to Influencers

Step 1 In the top navigation, click Contacts and select either Prospects or My Influencers from the drop-down menu.

Step 2 Click the checkbox next to the influencers to edit the relationship stage and click the blue checkmark icon. 


Step 3  Select Set Relationship Stage from the drop-down menu, select the stage and click save.


How to Filter by Relationship Stages

Step 1 Click Contacts and then select My Influencers or Prospects from the drop-down menu.

Step 2 Click Filters and then click Add Filter from the pop-up box.


Step 3 Click and select the parameters of your filter from each of the drop-down menus and click Apply Filters.




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