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Customizing And Using Your Contact Stages
Customizing And Using Your Contact Stages

This article will help you create/customize/use your contact stages

Beatriz Miranda avatar
Written by Beatriz Miranda
Updated over a week ago

Every business has different needs.

You can customize your Contact stages & add multiple stages according to your needs. 

Note - Only Admins have permission to customize Contact stages.

Let's start 

2. Click on Contact Stages under CRM Process Customization

3. Click on the pencil icon to edit your contact stages

4. If you want to add, click on Add Stage. You can also reorder the stages if you wish to

5. Type your stage name, you can make it your default contact stage by checking the box next to it.

6. Click on the Save button.

Each contact can be at a different stage in the pipeline.
You can use these Contact Stages inside your contact list.

You can select an appropriate sales/contact stage from the drop-down for each contact.

You can also use the “Advanced Search” feature on contacts to filter by contact stages.

That's about it ;)

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