Lifecycle Stage Scale View in Twozo

Lifecycle Stage Scale View in Twozo


  1. On each contact detail page, view the Lifecycle stage scale below the contact's profile. 

 

  1. Click the Lifecycle Stage dropdown to open the dialogue box. 
  1. Choose the desired Lifecycle Stage and Status, then click Save to apply changes. 

 

  1. Each segment on the scale represents a status within the lifecycle stages. 
  1. If a stage includes a Closed Lost status, a dropdown will appear for selecting the final status within that stage. 

 

  1. Mark a stage as Closed Lost to turn the scale view red, including previous stages. 

 

  1. Select Closed Lost to open a drawer and choose the reason for the loss. 

 

  1. Hover over status to view a tooltip with the stage and status details. 

 

  1. Click the final status dropdown, which provides the options Won and Lost to finalize the contact. 

 

 




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