Matter stages can also be applied to leads, to give you a bird's eye view and track progression.
To add stages to your leads:
- Select the gear icon on the top-right corner of Smokeball.
- Select Matter Stages from the left menu, then select Add New.
- Name the Stage Set, then build it out by selecting New Stage for every stage you wish to add.
- Learn more about creating Matter Stages and setting up automatic messaging on stages.
- To apply the matter stage to a lead type, select change... from the right-hand side.
- Tick all the Lead Types that this matter stage applies to, then select OK.
- Select Save & Close.
You can now use this matter stage on all new leads created from those Lead Types.