Step 1: Open the Contact Record
Open the relevant contact record in the CRM and locate the Lead Stage field.
Step 2: Select the Appropriate Lead Stage
Click the Lead Stage field and select the stage that best reflects the lead’s current position.
For example, the lead may be new, contacted, qualified, converted or no longer interested, depending on the stages available in your CRM.
Step 3: Save the Change
Click Update Contact to save the new lead stage.
The contact will now be included in the corresponding lead-stage segment.
Step 4: Open Lists and Segments
From the CRM dashboard, click Lists and Segments.
Step 5: Select a Lead-Stage Segment
Choose the segment representing the lead stage you would like to review.
Step 6: Review the Contacts
The selected segment will display all contacts currently assigned to that lead stage.
Key Takeaway
Keeping lead stages up to date makes it easier to understand where each enquiry sits in your follow-up process.
It also allows you to quickly identify new leads requiring attention, contacts who need further follow-up and enquiries that have progressed or converted.
For the CRM to remain useful, update a contact’s lead stage whenever there is a meaningful change in their situation. This helps your team stay organised, avoid missed follow-ups and maintain a clear view of every enquiry.
Want Your Contacts and Leads Better Organised?
A properly configured CRM makes it easier to keep all your contacts in one place, track every lead, record important notes and manage follow-ups without relying on spreadsheets or memory.
We can help you set up and customise a CRM system that suits your business, including contact organisation, lead stages, lists and segments, enquiry forms, email automations and follow-up processes.
Whether you are setting up a CRM for the first time or improving an existing system, get in touch to discuss how your contacts and leads can be managed more efficiently.
You can also download Rusty’s Marketing Checklist, which outlines 23 common marketing mistakes that may be costing businesses valuable enquiries.
I’m Rusty Gimaev, a Brisbane-based Head of Marketing with 20+ years of hands-on experience, specialising in lean, practical marketing strategies — from ads and funnels to follow-up and lead nurturing systems.
Examples shared are illustrative of past work and hands-on experience, and are provided for informational purposes only.
