Contacts go quiet. Left alone they sit in your active stages forever, making the pipeline look busier than it is. A lapsing stage moves them out automatically after a period of silence.
Setting it up
- Create the stage they should land in — "Lapsed", "Dormant", whatever your team calls it.
- Give it the after a period of inactivity trigger.
- Set days of inactivity — how long the silence has to last.
- Choose which stages lapse. This is the important one.
Choose the source stages carefully
Lapse the early stages — the prospects who never engaged. Leave your customers out of it: a customer who has not been in touch for ninety days is usually just a customer who does not need anything right now, and moving them out of the customer stage breaks every report that counts customers.
PICK A PERIOD THAT MATCHES YOUR SALES CYCLE
When they come back
Pair it with activity resumes after inactivity on the stage they should return to, and a lapsed contact who gets back in touch is picked up again without anyone watching for it.