Customizing relationship stages

Users can align their relationship funnel with their own influencer marketing strategy and agree on a common framework on how to use it across their team.

Account Admins will have the flexibility to manage and customize the relationship funnel for the entire account to match their specific needs and internal processes. These customizations will allow you to create up to 6 relationship stages and label each stage as well as capture the stage qualifications and steps for progression for each stage.

To customize the Relationship Funnel:

  1. Click on your avatar or initials in the top right hand corner
  2. Click on "Manage Account Settings"
  3. Expand "Funnel Settings"
  4. Click on the Pencil icon to enter the label and enter the steps for progression of each stage
  5. When done, click Save

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