Manage Contact’s Lifecycle Status
complete
Jerry (CEO)
Business Problem:
Contacts typically have a lifecycle status that defines their current engagement or sales progress with the business. Currently, tracking and managing a contact's lifecycle status within the platform is challenging.
Furthermore, the existing open and closed conversation statuses are inadequate for lead management. Contacts in the sales pipeline often remain in open conversations rather than being closed, as sales agents still need to follow up with them. This has led to clutter in the open conversation list, causing some contacts to be overlooked for follow-up and resulting in lost leads.
Desired Outcome:
It would be good if we could track and manage the lifecycle status of contacts within the platform directly and organize the conversations based on the lifecycle status to enhance conversation management. Additionally, generating insights to monitor lifecycle metrics, such as conversion rate would be valuable for monitoring the sales process and making data-driven improvements.
Workaround:
Create a custom field and custom inboxes to track the lifecycle status.
Y
Yihui Chan
complete
Our Lifecycle feature is now live! Easily track and manage your Contacts as they move through your sales process, from lead to customer.
Learn more: https://respond.canny.io/changelog/easily-track-and-manage-contacts-in-your-sales-process
R
Rodrigo Abundes
If this function would be very useful
Amalia Putrieka
in progress
Kamran Khan
Eagerly waiting for this feature.
Carlos Ruiz
Regards! This function is why we had to move to a CRM where we can manage sales statuses and have centralized chats right there.
If this function exits, I would return my operation back to Respond.
I hope it can come out soon
Amalia Putrieka
Hi Carlos Ruiz, thanks for sharing your thoughts! We appreciate the feedback and will make sure to keep you posted on any progress regarding this feature :)
F
Fernanda Giroleti Weiden
Do you have more granularity than just say this is planned? This post is 2.5 years old.
Amalia Putrieka
Hi Fernanda Giroleti Weiden thank you for your patience and for following up!
While we can't provide a specific timeline, please know that this feature is actively being worked on. We understand the importance of this functionality and appreciate your continued interest.
We will keep you updated with any significant progress :)
D
Davi Peyroton
I'm looking forward to using this feature! I'm using dropdown fields on the contact fields to set as funnel stages at the moment. This feature will save our lives a lot - track the lifecycle of our "leads" is crucial.
Amalia Putrieka
Davi Peyroton: Hi, thank you for your feedback and enthusiasm! We'll keep you updated here on any progress and improvements regarding managing contact lifecycle status :)
N
Nabilah Binti Salleh
planned
Y
Yihui Chan
Yuriy Dobrianskiy
Hi! I'm also waiting for this feature. Do you have any deadlines for this one?
S
Shi Hui
Hi Yuriy Dobrianskiy, we hope to look into this feature soon, currently the team are working on other exciting features which are deemed higher priority 😃
Yuriy Dobrianskiy
Shi Hui: Got it. As I understand you still didn't start to work on it... But, if you have any ideas(dates) when you plan to release it, this help us a lot for planning. B/c without this feature we're thinking to choose another crm platform... :(
S
Shi Hui
Yuriy Dobrianskiy: We don't have a tentative date for now :(
Out of curiosity, have you tried using Zapier integration to connect with Trello? If yes, does it able to fulfill your use case?
Yuriy Dobrianskiy
Shi Hui: No, we don't. We'll try, thanks.
S
Shi Hui
Yuriy Dobrianskiy: Alrights, do let us know how it goes 😊
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