People → Accounts page lists all the saved companies from the database of your contacts in your Reply account.

Stages are shown in the grid in front of each account.

What are the stages?

The stage is the point at which the company is processed during the negotiation process by you or your team members on the Reply platform. It's shown as a label in the Accounts tab and on the Individual page of the account, so you can quickly check the status of the company and see how the company's processing is going.

The following is a list of account stages that are currently available.

Stage

Color

Description

New

Blue

The account is new to the sales pipeline.

Qualified

Yellow

Sales-qualified account.

Meeting booked

Purple

A meeting is booked with a decision-maker.

Negotiating

Green

Negotiations are in progress.

Disqualified

Red

The account is not relevant.

On hold

LightBlue

Contact later.

Closed-won

Olive

The deal was completed successfully.

Closed-lost

Orange

The deal was lost.

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:

  1. Navigate to the People → Accounts tab, and click on the smart filters icon in the upper right corner.

  2. Select the Stages filter.

  3. 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

You can set or change stages of the account sales process.

  1. Navigate to the People → Accounts tab and click on the needed account. The sidebar with the Individual page of the account will be shown.

  2. Click on the Set stage icon in the account's sidebar.

  3. 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.

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