The Stage Mapping section of your Bizible account outlines the stages that Bizible automatically pulls from your CRM and any custom stages you have defined if using the Custom Attribution Model. The validity of your Bizible data relies on these stages being ordered correctly so that Bizible can accurately understand your funnel and the progression of records throughout said funnel.
In the Stage Mapping section of your Bizible instance, you will see both active and inactive stages from your CRM. Order all of the stages to the best of your ability in alignment with how your funnel is today.
An additional feature that is managed in this section are Funnel Stages, which give you the ability to add stages to the funnel without applying attribution. Funnel Stages will be tracked as Touchpoints and will populate in the Touchpoint Positions field in your CRM. These Funnel Stages will also be represented within various journey boards in Bizible Discover.
Whether you’re evaluating your Stage Mapping for the first time or just reviewing your funnel order, it is important to keep the following best practices in mind.
Reviewing your Stage Mapping once a year will ensure that your Opportunity data in Bizible is accurate and up to date.
Other reasons that might trigger a review of your Stage Mapping include…