Every sales team works differently. Custom contact stages let you reflect your exact sales lifecycle inside Salesgear, instead of adapting your process to fixed labels.
Custom stages are especially useful when:
Your pipeline has more granular steps
Different teams follow different workflows
You want clearer internal reporting and filtering
How to create a custom contact stage
Go to Settings → Contact settings → Contact stages
Click Create new stage
Enter a stage name
Click Create stage
The new stage will appear in the list and can immediately be used for contacts.
Managing custom stages
You can rename or delete any custom stage
When a stage is deleted, contacts in that stage are moved to No stage
You can update those contacts later from the Contacts section