Understanding Stacks: Automated Workflows for Prospect Management
"Stacks" are automated workflows that group prospects based on specific traits or actions (e.g., scheduled class, missed sale). These workflows are designed to guide prospects through various stages of the sales process. Studios are unable to create or modify stacks directly. If you need adjustments to existing stacks or have specific requirements, please contact the support team for assistance.
Video Link
Stack Overview
Stack Name:
Each stack is given a descriptive name that reflects the stage in the sales process. Examples include:
"Scheduled-Upcoming" (for prospects who have scheduled a class)
"Missed Sale TPV" (for prospects who missed a sale)
Prospect Count:
Displays the number of prospects currently assigned to each stack, helping you gauge the size of each group.
Stack Description:
A brief explanation of the stack's purpose and the criteria used to assign prospects to it.
Navigating and Using Stacks
View Stack Details:
Click on a stack name to see the prospects assigned to it. You’ll be able to explore the individual details of each prospect in that stack.
Prospect Profiles:
Each prospect within a stack has a link to their profile, where you can access their contact information, communication history, and other relevant details.
Important Note
Stacks are created and managed by the team. If you need any changes to your current stacks or have specific requirements for your studio, please contact the support team.