How to Change the Stage of a Client in the Accounts Tab

As the Publisher and/or Publication Director, you will want to change each client's stage when, for example, one client goes from the “Prospect” stage to the “Meeting Set” stage. Knowing what stage each of your clients and/ or potential clients is in will help improve your relationship with them.

1. Log in to ARC
2. Navigate to the Accounts tab on the left side of the screen
3. Click on Accounts at the top of the page
4. Select the dropdown menu under “Stage” and change it to Hit List
5. Click the black magnifying glass to the right to update the list
6. From the accounts listed below, click on the Account Name of the client you wish to update the stage for
7. At the top of the page, you will see the account name and its current stage to the right
8. Click on the stage and select which stage you would like to move it to from the drop-down menu
   1. Hit List
   2. Meeting Set
   3. Post Meeting
   4. Out for Signature
   5. Do Not Pursue
9. Leave any notes you may need for future reference, and click Save