You can create contact phases such as lead and trial or new member phases phases.
Trial Phases: Steps where prospect will go through to become a paying member. You can create your own phases to make Leads & Trials Maximizer unique to your business.
New Member Phases: Steps where member will go through to stay training long term.
Left Side Menu Bar > Settings > under Contact section > Contact Phases
On "Settings: Prospect Maximizer Contact Phases" page, click "Add Phase".
Note: You can also get to the contact phase settings via Lead & Trials Maximizer or New Member Maximizer.
Via Lead & Trials Maximizer:
Left Side Menu Bar > Maximizers > Lead & Trials Maximizer > click "Click here to customize the maximizer phases."
Via New Member Maximizer:
Left Side Menu Bar > Maximizers > New Member Maximizer > click "Click here to customize the maximizer phases."
