People → Accounts page lists all the companies that were created or formed automatically based on the contact information in your Reply account.
Stages are shown in the grid in front of each account.
What are the stages?
Account stages represent various phases of the outreach process that you or your team members undertake with the account, from initial contact to deal closure. These stages can vary depending on your processes, but generally include such values as new, qualified, negotiating, meeting booked, on hold, closed-won, and more.
Here's the list of all stages and their descriptions:
Stage | Description |
New | The account is new to the outreach pipeline. |
Qualified | Sales-qualified account. |
Meeting booked | A meeting is booked with a decision-maker. |
Negotiating | Negotiations are in progress. |
Disqualified | The account is not relevant. |
On hold | Contact later. |
Closed-won | The deal was completed successfully. |
Closed-lost | The deal was lost. |
The stages of accounts are shown as labels in the Accounts tab, on the individual account page, and in the account's profile sidebar.
By tracking the stages of accounts, you can keep better track of your outreach pipeline and make sure you are making progress toward your goals. This can help you prioritize your efforts and allocate resources more effectively.
Filter accounts by stages
You can filter accounts by stages, which makes it easy to see the list of companies that belong to a certain stage.
To filter accounts by stage, follow these steps:
Navigate to the People → Accounts tab, and click on the smart filters icon in the upper right corner.
Select the Stages filter.
Choose one of the available conditions for filtering.
Condition | Filter function |
Equals | Accounts with chosen stages will be displayed. |
Does not equal | Accounts with any stage except the selected one on the filter will be displayed. |
None | Accounts that have no stages set will be shown. |
For the first two options, click on the Search field and check the needed stage(s) from the list. You can select several stages for filtering.
4. Click Apply.
Set a stage for an account
To set up or change stages of the account:
Navigate to the People → Accounts tab and click on the needed account. The sidebar with the Individual page of the account will be shown.
Click on the Set stage icon in the account's sidebar.
Choose one of the available stages from the drop-down list.
The chosen stage will be added to the account, and its label will be shown in the account's sidebar.
Edit stages
You can also edit stages and change their name, color, and descriptions.
Open Settings from the top header menu.
Open the Accounts tab and expand to the Account stages block.
Click on the ⚙️ icon in front of the needed stage.
Make changes and click Save.
Please note.
You cannot create a new stage but only edit the existing one.
The maximum length of a stage's name is 21 symbols, while the maximum length of a description is 512 symbols.