How to Create a "Lead Stage" Contact Field in DoubleTick

Creating a "Lead Stage" contact field helps you categorize and segment your contacts based on where they are in your sales funnel. This helps to segment the leads based on their stage like Hot lead, Cold lead, New lead, etc.

Step-by-Step Guide

Step 1: Go to Contact Fields

Navigate to the "Settings" section from your DoubleTick dashboard and click on "Custom Contact Fields".

Step 2: Click on "Create New Field"

Click on the "Add Field" button to begin creating a new custom contact field.

Step 3: Enter Field Name and Type

Enter the field name as "Lead Stage" and choose the field type as "List" from the options.

Step 4: Add Options in your List.

Enter options such as "Hot Lead", "Cold Lead", "New Lead", etc. as dropdown values for better segmentation.

Step 5: Save the Field

Click the "Save" button to save the custom contact fields.

You have now successfully created a "Lead Stage" field in DoubleTick. Use this field to better organize and target your leads based on their engagement level.