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Ideas Portal
For Studio Pro
Categories Leads and Prospects
Created by Linda Hendricks
Created on Dec 13, 2023

Assign leads to specific stages in the Lead Center

I would like the ability to assign specific stages for new leads based on the campaign.

Example: We are receiving leads for adult class enrollments. When we import contacts and assign them to the "Adult Classes Campaign," they are automatically tagged as a "lead," and we have an automation set up for "Leads."

How can we assign them at a different stage when importing so that they can receive different email automation?

When adding an individual lead, there is an option to assign a stage. However, when importing 200 contacts, we have to manually change each contact to ensure they are in the correct "stage"