Contact stages track where each contact stands in your sales process, so you can filter and act on them by stage.
👉 Default stages
Go to More → Settings → Contacts → Contact Stages to see the defaults: Bounced, Opted Out, Contacted, Not Contacted, Nurturing, Approaching, Negotiation, Unresponsive, Interested. You can rename any of these except Bounced and Opted Out, which are system-controlled. Use the eye icon next to each stage to control whether it shows up as a quick filter in My contacts.
📌 Contact Stages depend on your plan. If you see an upgrade badge next to Contact Stages in Settings, your plan does not include it.
👉 Create a custom stage
Go to More → Settings → Contacts → Contact Stages.
On the Contact Stages tab, click Create new stage, enter a name, and click Create Stage.
Custom stages can be renamed or deleted at any time. Deleting a stage moves its contacts to No stage. You can reassign them from My contacts.
👉 Set stages automatically with Stage Rules
Go to More → Settings → Contacts → Contact Stages and open the Stage Rules tab.
For each event, pick the stage under Set contact stage to: when a contact is created, added to a sequence, completed with a reply, completed without a reply, first emailed, called or messaged on LinkedIn, or books a meeting.
Click Save.
👉 Update a contact's stage
Go to My contacts and click ⋮ next to a contact.
Hover Update Stage and select the new stage.
📌 To update many at once, select the contacts, open the bulk ⋮ menu and choose Update Stage.
The change is reflected instantly in contact filters, the contact timeline, and sequences and reporting.