{"id":778,"date":"2023-09-05T06:47:55","date_gmt":"2023-09-05T06:47:55","guid":{"rendered":"https:\/\/reachowl.com\/blog\/?p=778"},"modified":"2025-06-16T11:21:17","modified_gmt":"2025-06-16T11:21:17","slug":"create-stages-and-assign-message-templates-crm","status":"publish","type":"post","link":"https:\/\/reachowl.com\/blog\/create-stages-and-assign-message-templates-crm\/","title":{"rendered":"How to Create Stages and Assign Message Templates in CRM"},"content":{"rendered":"<p><iframe title=\"How to Create a Stage and Assign a Template message to a Stage | Lesson: 11\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/WuKgXOSmqy4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/p>\n<p>Effective outreach often requires a structured approach. <a href=\"https:\/\/reachowl.com\/blog\/how-to-move-stage-cards-from-crm-in-reachowl\/\">ReachOwl CRM<\/a> empowers you to maximize your efforts through stages and message templates.<\/p>\n<p>Here&#8217;s how to create stages and assign message templates:<\/p>\n<p><b>Step 1: Access CRM Stages<\/b><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-872-1024x493.png\" alt=\"\" width=\"1024\" height=\"493\" \/><\/p>\n<p>Begin by logging into your ReachOwl account. From the CRM dropdown menu, select &#8216;Stage.&#8217; This will open up the CRM Stages interface.<\/p>\n<p><b>Step 2: Add a Stage<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-873-1024x492.png\" alt=\"\" width=\"1024\" height=\"492\" \/><\/p>\n<p>In the CRM Stages interface, you&#8217;ll see an option to &#8216;Add Stage.&#8217; Click on it to create your first stage.<\/p>\n<p><b>Step 3: Name Your Stage<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-874-1024x489.png\" alt=\"\" width=\"1024\" height=\"489\" \/><\/p>\n<p>Give your stage a meaningful name. You can be as creative as you like: &#8220;Stage 1,&#8221; &#8220;Follow-up Stage,&#8221; &#8220;Interested Leads,&#8221; or any label that helps you identify its purpose.<\/p>\n<p><b>Step 4: Save Your Stage<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-875-1024x495.png\" alt=\"\" width=\"1024\" height=\"495\" \/><\/p>\n<p>After naming your stage, don&#8217;t forget to click &#8216;Save&#8217; to preserve your changes.<\/p>\n<p><b>Step 5: Add more stages<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-876-1024x493.png\" alt=\"\" width=\"1024\" height=\"493\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-878-1024x494.png\" alt=\"\" width=\"1024\" height=\"494\" \/><\/p>\n<p>You can create additional stages by clicking the &#8216;Add Stage&#8217; option again. Name each stage according to its role in your outreach strategy and save them.<\/p>\n<p><b>Step 6: View Your Stages<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-879-1024x493.png\" alt=\"\" width=\"1024\" height=\"493\" \/><\/p>\n<p>Your created stages will be displayed, helping you visualize your outreach pipeline.<\/p>\n<p><b>Step 7: Edit or delete stages<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-879.png.1-1024x493.png\" alt=\"\" width=\"1024\" height=\"493\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-880-1024x498.png\" alt=\"\" width=\"1024\" height=\"498\" \/><\/p>\n<p>Easily manage your stages by editing their names or deleting them when they&#8217;re no longer needed. Click on the three dots next to a stage to access these options.<\/p>\n<p><b>Step 8: Assign message templates<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-881-1024x495.png\" alt=\"\" width=\"1024\" height=\"495\" \/><\/p>\n<p>To make your outreach even more efficient, you can assign message templates to your stages. Click on &#8216;Edit Stage Message&#8217; to begin.<\/p>\n<p><b>Step 9: Select a Message Template<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-882-1024x488.png\" alt=\"\" width=\"1024\" height=\"488\" \/><\/p>\n<p>Choose an appropriate message template from your library or create a new one. Customization is the key to effective communication.<\/p>\n<p><b>Step 10: Save Your Message Template<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-882.png.1-1024x488.png\" alt=\"\" width=\"1024\" height=\"488\" \/><\/p>\n<p>After adding or editing your message template, be sure to click &#8216;Save.&#8217; Now your stage is equipped with a message template that will be sent to contacts in that stage.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-883-1024x495.png\" alt=\"\" width=\"1024\" height=\"495\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2025\/03\/Screenshot-884-1024x495.png\" alt=\"\" width=\"1024\" height=\"495\" \/><\/p>\n<p>Repeat these steps for each stage of your outreach process. By organizing your contacts into stages and automating messages with templates, you&#8217;ll not only save time but also maintain consistency in your interactions.<\/p>\n<h3><b>Conclusion\u00a0<\/b><\/h3>\n<p>This structured approach can significantly enhance the effectiveness of your outreach efforts with ReachOwl CRM. So, go ahead, create stages, assign templates, and watch your outreach strategy thrive!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Effective outreach often requires a structured approach. ReachOwl CRM empowers you to maximize your efforts through stages and message templates. Here&#8217;s how to create stages and assign message templates: Step 1: Access CRM Stages Begin by logging into your ReachOwl account. From the CRM dropdown menu, select &#8216;Stage.&#8217; This will open up the CRM Stages [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7807,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[7,6,11],"class_list":["post-778","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-automation-tool","tag-outreach","tag-tutorials"],"acf":[],"rttpg_featured_image_url":{"full":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52.png",2240,1260,false],"landscape":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52.png",2240,1260,false],"portraits":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52.png",2240,1260,false],"thumbnail":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52-150x150.png",150,150,true],"medium":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52-300x169.png",300,169,true],"large":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52-1024x576.png",1024,576,true],"1536x1536":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52-1536x864.png",1536,864,true],"2048x2048":["https:\/\/reachowl.com\/blog\/wp-content\/uploads\/2023\/09\/ReachOwl-helpdoc-Tutorial-Banner-52-2048x1152.png",2048,1152,true]},"rttpg_author":{"display_name":"usamanoman","author_link":"https:\/\/reachowl.com\/blog\/author\/usamanoman\/"},"rttpg_comment":14,"rttpg_category":"<a href=\"https:\/\/reachowl.com\/blog\/category\/tutorials\/\" rel=\"category tag\">Tutorials<\/a>","rttpg_excerpt":"Effective outreach often requires a structured approach. ReachOwl CRM empowers you to maximize your efforts through stages and message templates. Here&#8217;s how to create stages and assign message templates: Step 1: Access CRM Stages Begin by logging into your ReachOwl account. From the CRM dropdown menu, select &#8216;Stage.&#8217; This will open up the CRM Stages&hellip;","_links":{"self":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/778","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/comments?post=778"}],"version-history":[{"count":12,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/778\/revisions"}],"predecessor-version":[{"id":9738,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/posts\/778\/revisions\/9738"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/media\/7807"}],"wp:attachment":[{"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/media?parent=778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/categories?post=778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reachowl.com\/blog\/wp-json\/wp\/v2\/tags?post=778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}