Progression Stages

Progression stages help you track the development of relationships with contacts.

Understanding Progression Stages

Progression stages represent different phases in a contact's journey:

• Initial Contact - First interaction
• Follow-up - Ongoing communication
• Engaged - Active participation
• Member - Joined YCW
• Active Member - Regular participation

Creating Progression Stages

1. Navigate to People & CRM > Progression Stages
2. Click Create Stage
3. Enter stage name and description
4. Set order (lower numbers appear first)
5. Click Save

Adding Progression Entries

1. Open a contact's detail page
2. Go to Progression section
3. Click Add Progression Entry
4. Select stage
5. Add notes (optional)
6. Select interaction type (optional)
7. Click Save

What you'll see: The progression entry appears in the timeline, showing the stage, date, and any notes.

Interaction Types

• Email - Email communication
• Call - Phone call
• Meeting - In-person meeting
• Event - Event attendance
• Other - Other interactions

Viewing Progression Timeline

The progression timeline shows:

• All progression entries chronologically
• Stage changes over time
• Interaction history
• Notes and details

See Interaction Timeline for more details.

Related Guides

• Managing Contacts
• Follow-up Automation
• Interaction Timeline