Customer Stages
What This Guide Does — Explains Customer Stages and how to reorder and configure them.
Why It Is Useful — Lets you see contacts move automatically through your funnel — Lead to Active to Converted, for example — instead of tracking that movement by hand.
How to Use It
Open CRM Lifecycle
Open Nommos CRM, then select Lifecycle under Audience.
Understand the Lifecycle Overview
Use Stages, Rules, Analytics, and History to manage the journey. The summary shows stages, contacts, attached rules, and automated actions.
Manage Stages in the Customer Journey
Review contact distribution and entry rules, drag stages into the correct order, or click Add Stage to expand the journey.
Inspect a Stage and Add Actions
Select a stage to review its contacts and rules. Add actions for entry or exit, edit the stage, or archive it when no longer needed.
Create and Test Movement Rules
Open Rules, click New Rule to define automatic stage movement, and use Run Simulation before relying on the rule in production.
Read Lifecycle Analytics KPIs
Choose a reporting period and compare contacts, movements, conversion rate, triggered rules, and average time spent in a stage.
Analyze Stage Distribution and Flow
Use Contacts by Stage, Stage Flow, and New Contacts Entering Stages to understand distribution, movement paths, and entry trends.
Review Performance and Insights
Compare stage conversion, time in stage, exit rate, and top rules to spot bottlenecks and changes.
Audit Stage Change History
Search and filter History by stage, source, or period, then verify which contact moved, what triggered it, and when.
What You Should See — Contacts moving between stages on their own as they meet each rule's conditions, with Analytics and History reflecting each movement as it happens.
Tips
- Test movement rules before enabling them and monitor conflicts, conversion, and time in stage.
- Use History to confirm that automated and manual stage changes match the intended customer journey.
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