Contact stages track where each contact stands in your sales process, so you can filter and act on them by stage.
đ Default stages
Go to Settings â Contact Settings â 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 Contacts.
đ Create a custom stage
Go to Settings â Contact Settings â Contact Stages.
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 â you can reassign them from Contacts.
đ Update a contact's stage
Go to Contacts and click More Options (âŽ) next to a contact.
Hover Update stage and select the new stage.
The change is reflected instantly in contact filters, the contact timeline, and sequences/reporting. Manual updates only for now â automated stage rules are coming.