How do I automate transitions for leads?
You can set up a lead to transition to different stages of the lifecycle automatically by following the steps below:
Go to Lead Management > Setup > Lifestyle Settings > Transitions
Click "+ Lifestyle Transition"
From stage: The stage the client would start in prior to transition
To stage: The stage you would like clients to go after the transition
Trigger: The action that is taken in order to move the client to the next stage (this is the transition)
For example, if you have a client in the Lead status (From stage) and you want them to move to Member (To stage) status if they buy a membership, then the trigger would be "Client purchased pricing option" and select the pricing option that moves them out of the Lead stage. 😊
Why would I automate transitions for leads?
Automating transitions for leads can significantly enhance the efficiency and effectiveness of your sales or marketing processes!
Consistency: Automation ensures that every lead goes through a standardized process, which helps maintain a consistent experience and ensures that no steps are missed.
Efficiency: By automating transitions, you can reduce the manual workload on your team. This frees up time for your sales and marketing staff to focus on higher-value tasks, such as engaging with leads personally or strategizing.
Speed: Automating can quickly move leads through different stages of the funnel, accelerating the time it takes for leads to be converted into customers.
Accuracy: Automation reduces the risk of human error in transitioning leads. This can help ensure that data is accurately recorded and that leads are handled properly at each stage.