Setting the relationship stage

You can update the relationship stage three different ways; on an influencer's profile, inside a project or on the Influencers page. When a Relationship Stage is updated, the new stage will be visible to all users in the account and will be reflected in any project that influencer is in.

On an influencer's profile

Simply drag or click the slider to the appropriate stage. For definitions of each stage, click here. 

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Inside a project

  1. Click on the Influencers tab
  2. Select the influencers you would like to update
  3. Click on the Relationship Stages button
  4. Select a stage from the drop-down menu
  5. Click Done

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On the Influencers Page

  1. Click on Influencers in the left-hand navigation
  2. Select the influencers you'd like to update. (You can select multiple).
  3. Drag and drop those influencers to the correct stage.

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Instead of drag and drop, you can also: 

  1. Select multiple influencers and click the Relationship Stages button.
  2. Select the new stage from the drop-down menu.
  3. Click Done

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While on the Influencers Page, you can filter the Relationship Stages view by Relationship Owner, Starred Influencers, Tags or Project. For advanced filtering options, click here

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