Contact Stage (Sales Pipeline)

Helps you understand the progress of the client relationship

Shubham Chouthai avatar
Written by Shubham Chouthai
Updated over a week ago

Contact Stage is a contact (client) property that indicates where a contact (client) is in your marketing/sales funnel.

There are 2 ways in which you can change the Stage of a contact.

Option 1: To change the contact stage from the contact list page.

  • Select a bunch of contacts whose Stage you want to change and click on the "Update Field" button

  • Select the "Stage" option from the drop-down

  • Choose an appropriate Sales Stage from the list and don't forget to hit "Submit"

Option 2: From within the contact

  • Click on the Contact name

  • Click on the drop-down that is towards right of the contact name.

Here's a short video on how to do it!

This will help you monitor your sales pipeline.

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