A Contact Stage describes where you are currently at with your client, for example: Contacted, Qualified, Ready to Purchase, etc.
Contact stage can be used as a search criteria when searching your Contacts.
Related articles:
How can I manage my Contact Source and Contact Stage lists?
What is a Contact Source?
What is a Contact Stage?
You can build your own list of Contact Stages to suit your needs. The list is flexible and Stages can be added, edited or deleted any time.
Updated over 5 years ago