Contact stages indicate the level of interaction and engagement with your contacts. These stages represent labels like "Interested," "Engaging," "Not Interested," "Do not contact," and more that you or your team members can manually assign to your contacts.
Contact stages can be a valuable tool to keep track of your interactions with contacts. By assigning specific stages to each contact, you can gain a comprehensive overview of your outreach processes. This approach ensures that no important interactions are overlooked, allowing for more efficient communication and follow-up.
Please note. Contact stages are not the same as contact statuses which represent the current state of processing the contacts within a particular step of a sequence. Based on the state of interaction with the contact, Reply automatically assigns contact statuses. You can also manually manage contact statuses.
Contact statuses include such labels as Active, Paused, Out of office, Finished, Opted out, Replied, Bounced, Called, To call, and Meeting booked. All of these labels refer only to the sequences where the contacts are being processed.
View contact stages
You can check the contact stages in the People → Contacts tab in the grid in front of each contact.
Here's the list of all contact stages and their descriptions:
Contact stage | Description |
New | The contact has just been added to the system and has not yet been engaged. |
Engaging | The contact is being actively engaged through outreach and communication. |
Replied | The contact has responded to outreach but has not yet expressed clear interest or disinterest. |
Interested | The contact has expressed a clear interest in the product or service being offered. |
Not interested | The contact has expressed disinterest in the product or service being offered. |
Unresponsive | The contact has not responded to outreach attempts. |
Do not contact | The contact should not be contacted due to various reasons (e.g., wrong contact information, previous negative interactions). |
Bad contact info | The contact has incorrect or incomplete contact information. |
Set contact stages
To set up the stage for your contact, simply click on the contact to view the contact's profile tab on the left side. Use the "Set stage" icon on the top and select a needed stage from the drop-down list.
You can also take bulk actions and assign the same stage to several contacts at once.
For this, check the needed contacts in the tab, and then use the "Set stage" icon in the contact's profile tab.
Filter contacts by stages
You can filter contacts by stages, which makes it easy to see the list of contacts that belong to a certain stage of your outreach process.
To filter contacts by stage, follow these steps:
Navigate to the People → Contacts tab, and click on the Add filter button.
In the smart filters pop-up, enter the name of your filter.
Click on the field Property and select the Stages filter from the drop-down list.
Select the condition for your filter. The possible conditions are Is, Is not, Is set, and Is not set. Then, select the exact contact stage.
Click Apply to see the results of your filtering. You can also click Save to see the results and also save the filter for further usage.
Here is detailed information about conditions for filtering contacts by their stages:
Condition | Description |
Is | Filters and displays contacts with chosen stages. |
Is not | Filters and displays contacts with any except chosen stages. |
Is set | Filters and displays contacts that have any stages assigned. |
Is not set | Filters and displays contacts that have no stages assigned. |
Edit contact stages
You can also edit contact stages and change their name, color, and descriptions.
Open Settings from the top header menu.
Open the Contacts tab and expand to the Contacts 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; you can 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.