Have you been craving an easier visual within your Lead management page? Wishing that you could easily see, track and adjust which part of your sales process people are in? Our newest feature drop — Lead Stages — is the solution you’ve been looking for!

Begin using this tool under Marketing > Leads > Stages.

Lead Stages are a new visual tool that allow you and your team to get the full picture of what’s happening within your sales process. Within the Stages tab of your Lead management page, you will now find each of your lead stages broken into columns, with the contact cards of every lead who falls into that category shown below. This visual is helpful to get a grasp on which parts of your sales process need some extra attention to help move leads into the stage you want them in. For example, let’s say you have a pre-purchase stage, where a lead has been contacted, but has not purchased anything. This would be a part of your sales process that you would want leads in for the shortest amount of time possible, before moving into a customer. If you find that you have a long list of people in the pre-purchase column, that is useful to know so that you can add in extra 1:1 attention, or additional sequences in attempts to tighten up the flow.

P.S. - need a refresher on how to create new lead stages? Check out this article!

Within Lead Stages you will find a new drag and drop style tool that allow you and your team to efficiently move your leads across different stages. Stages can be set up and organized however you see fit, and we recommend aligning your stages with the steps of your sales process (i.e. certain actions or communications worth noting, such as “initial contact made” or “converted to customer”). The drag and drop feature is especially helpful if you have certain parts of your sales process where a team member makes 1:1 contact with a lead. For example, let’s say that you have a lead form on your website — the initial contact to form submissions is an automatic SMS message, and then there is a staff task to have a team member personally call the person. You might have a Lead Stage called “initial call complete,” and train your staff to drag a lead to this column once they make contact with the lead, or if they make a sale on the phone they can drag the lead to the “converted to customer” stage.

You can also reorganize the order and flow of your lead stages using the drag and drop functionality. If you want to rearrange, simply click and hold on the top of the column where it says the stage name, and drag it to where you would like it to appear.

Within Stages you can also have the ability to sort your lists in different ways. Traditionally, leads are sorted based on the time they are created, however, you now have the option to sort by first or last name, email, last contacted, or creation time in either ascending or descending order. This allows your team to search and find particular leads quickly and efficiently from this new view.

We all know that the new year causes one of the biggest surges within the fitness and wellness industries. Everyone is looking to make 2025 their best year yet, filled with New Year’s resolutions and goals for being healthier. You might be the perfect fit for what they are looking for — and you don’t want to miss out on capturing all of these new potential members while they’re in their search period!

The Momence Leads app allows you to automatically capture and convert new potential customers through our abandoned checkout functionality, website lead forms, paid meta and instagram ads, Webchat, missed calls and more. Combining leads with sequences allows the whole process to be automated, so you can feel confident that you're not missing potential new customers without having to put in constant manual work!

P.S. — we have built in sequence templates to make setting everything up super easy, plus we have multiple recorded webinars with helpful tips and step-by-step instructions for how to get the most value out of this tool.