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Updating stage for a contact
Updating stage for a contact
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over a year ago

You can update contact’s stage in two ways -

  1. Manually for individual contacts

  2. Automatically using contact stage rules (Coming soon)

Here’s how you can update contact stage manually -

  1. Navigate to the contacts page.

  2. Click on the ‘more options’ icon for the contact that you want to update the stage.

  3. Hover over the ‘Update stage’ option.

  4. You will find a list of contact stages that you configured in settings → contact stages.

  5. Select the appropriate stage to update for the contact.

  6. The contact stage will be updated successfully.

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