Contact stages help you understand where each contact stands in your sales journey.
Instead of treating all contacts the same, stages let you track progress - from first touch to active conversations so your outreach stays relevant and timely.
By using contact stages, you can:
See deal momentum at a glance
Prioritize follow-ups more effectively
Align outreach with a contact’s intent
Filter and act on contacts in bulk based on their current stage
Salesgear provides a set of default contact stages to get you started. You can customize these to match your sales process and even control which stages appear as quick filters in the Contacts view.
Default contact stages in Salesgear
Navigate to Settings → Contact settings → Contact stages to view the default stages, which include:
Bounced
Opted out
Contacted
Not contacted
Nurturing
Approaching
Negotiation
Unresponsive
Interested
You can rename any of these stages except Bounced and Opted out, as those are system-controlled.
Controlling stage visibility
You can decide which stages appear as quick filters in the Contacts section:
Turn on the visibility (eye icon) to show a stage in Contacts
Turn off visibility to hide it from quick filters
This keeps your workspace focused only on the stages you actively use.