Updating a contactâs stage helps keep your pipeline accurate and ensures the next action you take makes sense for that contactâs context.
You can update stages manually today, and automated stage rules will be available soon.
How to update a contactâs stage manually
Go to the Contacts section
Click the more options (three dots) next to a contact
Hover over Update stage
Select the appropriate stage from the list
The contactâs stage updates instantly
Stage updates are reflected across:
Contact filters
Contact timeline
Sequences and reporting